AdvisorOS Directory
Claim Profile
Unclaimed Profile
TB

Travis John Bettfreund

K2 FINANCIAL INC.·GLENDORA, California
SIE, Series 7, Series 66Clean record9 years registeredK2 FINANCIAL INC.
233 SOUTH GLENDORA AVENUE, GLENDORA, CA 91741CRD# 6700680Firm CRD# 300913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Travis John Bettfreund · GLENDORA, CA
Registration
CRD #6700680 · K2 FINANCIAL INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

K2 FINANCIAL INC.
Feb 2022 – present
LINCOLN INVESTMENT
Jan 2022 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jul 2017 – Dec 2021
BREA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 28, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
K2 FINANCIAL INC.
CRD 300913 · SEC 801-120939
AUM
$154M
Regulatory assets under management
Employees
9
1,083 client accounts
Services offered by K2 FINANCIAL INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at K2 FINANCIAL INC. →
Introduction

Speak with Travis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Travis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLENDORA?

Browse all registered financial advisors in GLENDORA, California or claim this profile if it's yours.

Browse GLENDORA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Travis John Bettfreund offer?
Travis John Bettfreund specializes in Financial Planning, Investment Management. Contact their office in GLENDORA, California for a consultation.
What are Travis John Bettfreund's credentials?
Travis John Bettfreund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis John Bettfreund located?
Travis John Bettfreund is based in GLENDORA, California, working with K2 FINANCIAL INC.. Their office serves clients in the GLENDORA metropolitan area and surrounding communities.
How does Travis John Bettfreund charge for services?
Travis John Bettfreund's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is K2 FINANCIAL INC.?
K2 FINANCIAL INC. has approximately 9 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at K2 FINANCIAL INC.

Allison Ranae Kapadia
GLENDORA, CA
Jonathan Kyle Krellwitz
GLENDORA, CA
CFP
Kevin Takumi Kurimoto
GLENDORA, CA
CFPCFA

More Advisors in GLENDORA, California

James Jonathon Davidson
STRATEGIC CAPITAL MANAGEMENT INC·GLENDORA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile