TC
CFP
TC
CFP

Travis Critten

25 Years of Experience
Peoria, IL
Broker

Travis Critten is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Peoria, IL, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2426 W Cornerstone Ct, Ste 2A, Peoria, IL, 61614

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Travis co-owns RV Adventures Travel, LLC, and owns TC Capital, Inc. He also has minority ownership in KHM Cornerstone Group, LLC, and Cornerstone Strategic Wealth Management LLC, and serves as treasurer for Covenant Community Church, dedicating minimal time to each activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2002 - October 2019 · 17 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2001 - October 2019 · 18 yrs 8 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.