Travis Bovy
Travis Bovy is a registered investment advisor at Cetera Investment Advisers LLC, based in Waterloo, IA, with 14 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
816 Tower Park Dr, Waterloo, IA, 50701
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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 a CPA providing tax and accounting services through Integrated Accounting Solutions, and is the president of an insurance business, dedicating full-time hours to it. He also owns real estate, is a partner at Financial Resource Advisors, and owns a holding entity that owns a restaurant.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations2 states
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