Travis Pasma
Travis Pasma is a registered investment advisor at LPL Financial LLC, based in East Lansing, MI, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
311 Abbot Rd, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (1)
Criminal
April 2003Other Business Activities
Travis operates under several DBAs for his LPL business, including MSUFCU Financial Solutions, TrulyU Wealth Management and Investment Services, and TrulyU. He also has a home-based hobby business that takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Spc
Sigma Financial CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.