Travis Buck is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Burnsville, MN, with 26 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11980 Portland Ave. S, Burnsville, MN, 55337
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Gallagher Fiduciary Advisors, LLC
Kusske Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
Independent Financial Group, LLC
Kusske Financial Management, INC.
F3logic, LLC
Independent Financial Group, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.