TB
TB

Travis Dean Bomgardner

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
451 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

2155 112th Ave Ne, Bellevue, WA, 98004

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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.

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Other Business ActivitiesSells Insurance

Travis is an Advisor & Chief Business Development Officer at Tschetter Group, dedicating nearly full-time hours to this role. He also works as an independent insurance agent, providing insurance advice and dedicating a few hours per week.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2024 - Present · 1 yr 5 mos
Tschetter Group
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Transamerica Capital, INC.Broker
May 2006 - August 2022 · 16 yrs 3 mos
Waddell & Reed, INC.
August 2005 - May 2006 · 9 mos
Waddell & Reed, INC.Broker
August 2005 - May 2006 · 9 mos
State Registrations8 states
AZCACOIDMTNMTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Travis Dean Bomgardner - Financial Advisor | TrueAdvisor