TD
TD

Travis Dykstra

14 Years of Experience
Sioux Falls, SD

Travis Dykstra is a registered investment advisor at Hahn Financial Group, based in Sioux Falls, SD, with 14 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,861 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,861 clients
Average Client Portfolio
$101K average
Assets Under Management
$188.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.75%
$50K - $200K1.50%
$200K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

The annual Fee may be negotiable based on the amount of assets, the investments to be utilized and the complexity of the account. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1000 E. 41st St., Sioux Falls, SD, 57105

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Hahn Financial Group
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
December 2023 - September 2024 · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2023 - September 2024 · 9 mos
Wells Fargo Advisors
August 2020 - September 2024 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2016 - September 2024 · 7 yrs 10 mos
First Clearing, LLCBroker
February 2015 - November 2016 · 1 yr 9 mos
Chase Investment Services CORP.Broker
October 2007 - March 2009 · 1 yr 5 mos
Metlife Securities INC.Broker
January 2006 - October 2007 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
January 2006 - July 2007 · 1 yr 6 mos
State Registrations2 states
SDTX
Advisor

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
No exam information available for this advisor.
Travis Dykstra - Financial Advisor | TrueAdvisor