Travis Ormsby is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Woodstock, IL, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2424 Lake Shore Dr, Ste A, Woodstock, IL, 60098-6911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis has 25% ownership in Baier, Ormsby, & Porto Wealth Management Group LLC since 2021, dedicating full-time hours to the firm. The firm is an investment-related business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations40 states
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