TS
TS

Travis Stoecker

8 Years of Experience
Kearney, NE
Broker

Travis Stoecker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kearney, NE, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2223 2nd Avenue, Kearney, NE, 68848

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Travis works as an advisor in a bank branch for First Investments and Planning, dedicating about half of his time. He also works as a financial advisor for First National Bank, spending about 10-20% of his time there.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2017 - Present · 8 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2017 - Present · 9 yrs 1 mo
State Registrations11 states
AZCOGAIAKSNEOHTXWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.