Travis Sholin
Travis Sholin is a CFP-designated registered investment advisor at Keystone Financial Services, LLC, based in Omaha, NE, with 11 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 791 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
9802 Nicholas Street, Suite 315A, Omaha, NE, 68114
Get directionsHistory
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 selling and servicing life insurance policies, dedicating a few hours per week to this activity. He also works full-time as a financial advisor for Keystone Financial Services and spends minimal time as a board member for Financial Therapy Associate.
Employment History
Current Registrations
Keystone Financial Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations8 states
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