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Travis Richard Cliff

FILBRANDT WEALTH MANAGEMENT, LLC·MIDDLETON, Wisconsin
Unclaimed Profile
8401 GREENWAY BLVD, MIDDLETON, WI 53562CRD# 4458105Firm CRD# 291914
01

About

Travis Richard Cliff is a registered financial advisor based in MIDDLETON, Wisconsin, affiliated with FILBRANDT WEALTH MANAGEMENT, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
FILBRANDT WEALTH MANAGEMENT, LLC
FILBRANDT WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at FILBRANDT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4458105
Firm CRD# 291914
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Travis Richard Cliff offer?
Travis Richard Cliff specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are Travis Richard Cliff's credentials?
Travis Richard Cliff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis Richard Cliff located?
Travis Richard Cliff is based in MIDDLETON, Wisconsin, working with FILBRANDT WEALTH MANAGEMENT, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.
How does Travis Richard Cliff charge for services?
Travis Richard Cliff'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 FILBRANDT WEALTH MANAGEMENT, LLC?
FILBRANDT WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLETON
Michael John Filbrandt — FILBRANDT WEALTH MANAGEMENT, LLCPatricia Jean Filbrandt — FILBRANDT WEALTH MANAGEMENT, LLCMilton Allen Jacobson — JACOBSON & SCHMITT ADVISORS, LLCJason Nordeen Schmitt — JACOBSON & SCHMITT ADVISORS, LLCLouise Paulson Googins — GOOGINS ADVISORS, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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