Travis Work is a registered investment advisor at Allstate Financial Advisors, LLC, based in Omaha, NE, with 6 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
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Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1819 N 169th Plz Ste A, Omaha, NE, 68118-2833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
State Registrations15 states
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