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Travis John Bettfreund

K2 FINANCIAL INC.·GLENDORA, California
Clean recordK2 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Travis John Bettfreund is a registered financial advisor based in GLENDORA, California, affiliated with K2 FINANCIAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
K2 FINANCIAL INC.
K2 FINANCIAL INC.
AUM
$154M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at K2 FINANCIAL INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6700680
Firm CRD# 300913
View on FINRA BrokerCheck →

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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.
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Other Advisors at K2 FINANCIAL INC.

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

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Research
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