Unclaimed Profile

Travis Ryan Gleason

TRUNORTH WEALTH PARTNERS, LLC·ST. PAUL, Minnesota

Series 4, Series 7, Series 24, Series 63, Series 66CFP18 years registeredTRUNORTH WEALTH PARTNERS, LLC

3050 WELLS FARGO PLACE, ST. PAUL, MN 55101CRD# 5107631Firm CRD# 284807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Travis Ryan Gleason · ST. PAUL, MN

Registration

CRD #5107631 · TRUNORTH WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2024 – present

GRANDVIEW DELIGHT, LLC

Oct 2016 – Mar 2025

ST. PAUL, MN

BGM TRUNORTH WEALTH PARTNERS, LLC

Dec 2013 – Oct 2016

BLOOMINGTON, MN

TRUNORTH

Dec 2012 – Dec 2013

BLOOMINGTON, MN

AMERIVEST INVESTMENT MANAGEMENT, LLC

Feb 2008 – Nov 2011

BELLEVUE, NE

TD AMERITRADE, INC.

Feb 2008 – Nov 2011

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 19, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRUNORTH WEALTH PARTNERS, LLC

CRD 284807 · SEC 801-108277

AUM

$517M

Regulatory assets under management

Employees

1,201 client accounts

Services offered by TRUNORTH WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUNORTH WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Travis Ryan Gleason offer?

Travis Ryan Gleason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PAUL, Minnesota for a consultation.

What are Travis Ryan Gleason's credentials?

Travis Ryan Gleason holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Travis Ryan Gleason located?

Travis Ryan Gleason is based in ST. PAUL, Minnesota, working with TRUNORTH WEALTH PARTNERS, LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.

How does Travis Ryan Gleason charge for services?

Travis Ryan Gleason's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUNORTH WEALTH PARTNERS, LLC?

TRUNORTH WEALTH PARTNERS, LLC has approximately 8 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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