Travis Schmitz is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 23 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5700 W. 112th St, Suite 500, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis operates under the DBA FZA Wealth Management Services, LLC and is a partner at Frankel Zacharia, LLC, a CPA firm, dedicating nearly full-time hours. He is also a member of Bluejay Capital LLC, spending minimal time on general member duties, accounting, and investment review, and a passive investor in Vision Bancshares Inc.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Proequities, INC.Broker
Honkamp Krueger Financial Services INC
State Registrations2 states
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