Unclaimed Profile

Travis Richard Cliff

FILBRANDT WEALTH MANAGEMENT, LLC·MIDDLETON, Wisconsin

Series 6, Series 7, Series 63, Series 66Clean record23 years registeredFILBRANDT WEALTH MANAGEMENT, LLC

8401 GREENWAY BLVD, MIDDLETON, WI 53562CRD# 4458105Firm CRD# 291914

Profile Verification

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

Identity

Travis Richard Cliff · MIDDLETON, WI

Registration

CRD #4458105 · FILBRANDT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2021 – present

FILBRANDT WEALTH MANAGEMENT, LLC

Feb 2018 – Dec 2021

MIDDLETON, WI

FILBRANDT INVESTMENT ADVISERS INCORPORATED

Apr 2013 – Feb 2018

MIDDLETON, WI

U.S. BANCORP INVESTMENTS, INC.

Nov 2002 – Jun 2010

SHEBOYGAN, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 5, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILBRANDT WEALTH MANAGEMENT, LLC

CRD 291914 · SEC 801-112390

AUM

$1.1B

Regulatory assets under management

Employees

469 client accounts

Services offered by FILBRANDT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FILBRANDT WEALTH MANAGEMENT, LLC →

Introduction

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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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