Travis Callaway is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Anderson, IN, with 25 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
141 W 22nd St, Ste 115, Anderson, IN, 46016
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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.
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Travis is the head girls track & field coach for New Castle Community School Corporation, starting in November 2024. This involves developing and implementing training programs for student athletes and takes about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Sycamore Financial GroupBroker
Charles Schwab & CO., INC.Broker
State Registrations28 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.
Exams
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