Travis Wolfe
Travis Wolfe is a registered investment advisor at Ausdal Financial Partners, INC., based in Downers Grove, IL, with 14 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
3250 Lacey Road, Suite 130, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2026Customer Dispute
November 2025Customer Dispute
November 2024Customer Dispute
August 2022Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Travis sells fixed insurance products as an independent contractor, dedicating about a quarter of his time to this activity. He also works as an assistant track and field coach at Tri-Valley Central School, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations3 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.