Travis Rose
Travis Rose is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Antigo, WI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
815 Superior St, Antigo, WI, 54409
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis is involved with several organizations, including Pinnacle Wealth Management Group, Lighthouse Pentecostal Church (as a Deacon), Mercy Nepal Children's Home (as President), and Homme Home for the Ageing (as President). He also owns Travis Rose Properties, LLC, which owns the office space for RGB Ventures LLC and a rental property, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations17 states
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