TB
CFP
TB
CFP

Travis Lee Buck

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

11980 Portland Ave. S, Burnsville, MN, 55337

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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 ActivitiesSells Insurance

Travis owns Buck Financial Consulting LLC and KB Accounting & Tax LLC, spending minimal time on each. He is also an investment advisor representative for Gallagher Fiduciary Advisors LLC, a CFP for Kusske Financial, Inc (taking about two-thirds of his time), and an insurance agent advising clients about life, health, disability & long term care products (a few hours per week).

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Kusske Financial, INC.
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Triad Advisors LLCBroker
August 2023 - August 2024 · 1 yr
Independent Financial Group, LLC
June 2018 - August 2023 · 5 yrs 2 mos
Kusske Financial Management, INC.
January 2018 - December 2018 · 11 mos
F3logic, LLC
November 2017 - May 2023 · 5 yrs 6 mos
Independent Financial Group, LLCBroker
October 2017 - August 2023 · 5 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2014 - November 2017 · 3 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2010 - December 2013 · 3 yrs 7 mos
National Planning CorporationBroker
February 2008 - November 2017 · 9 yrs 9 mos
Aig Financial Advisors, INC.Broker
October 2005 - February 2008 · 2 yrs 4 mos
Sunamerica Securities, INC.Broker
November 2000 - October 2005 · 4 yrs 11 mos
Wells Fargo Brokerage Services, L.L.C.Broker
November 1999 - September 2000 · 10 mos
State Registrations11 states
CACOFLHIMNMTNENVORSDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.