Travis Mitchen is a registered investment advisor, based in Denver, CO, with 5 years of industry experience.
Location
Denver, CO
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is an insurance agent with Avantax Insurance Agency/Services, spending about a quarter of their time selling insurance. Travis is also a manager at Ozark Financial Group, LLC, a financial services firm, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Avantax Investment Services, INC.Broker
State Registrations5 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.