Travis
Eiklor

Csp Financial Group LLC

CRD#7632309
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Travis Eiklor is a financial advisor based in Scottsdale, Arizona, working with Csp Financial Group LLC. Travis has previously held positions at Continental Construction Company, Ready Ice, Abc Roofing, Miles Sand And Gravel, Prudent Financial Management LLC, Csp Financial Group LLC, Prudent Financial Mgt, and Self. Travis has passed the Series 65 regulatory exam and is registered to provide services in California and Oklahoma. Currently, Travis is part of Csp Financial Group LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 25 employees. The services offered by the firm include financial planning services, selection of other advisers, educational seminars, and other services. The fee structure at Csp Financial Group LLC includes hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

14300 North Northsight Blvd Suite 120
Scottsdale, AZ 85260

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Csp Financial Group LLC Brokerage Details

Total Number of Employees

25

AZ Average: 37

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Travis Eiklor Work History

2023 - Present (1 year)

Csp Financial Group LLC

2022 - 2023 (1 year)

Prudent Financial Management LLC

2022 - 2023 (1 year)

Prudent Financial Mgt

2019 - 2022 (3 years)

Self

2016 - 2019 (3 years)

Miles Sand And Gravel

2015 - 2015 (< 1 year)

Ready Ice

2015 - 2016 (1 year)

Abc Roofing

2015 - 2019 (4 years)

Miles Sand And Gravel

2015 - 2016 (1 year)

Abc Roofing

2015 - 2015 (< 1 year)

Ready Ice

2014 - 2015 (1 year)

Continental Construction Company

2013 - 2015 (2 years)

None

Disclosures

Please visit the SEC profile of Travis Eiklor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Csp Financial Group LLC

Hayden Santos
Scottsdale, AZ
Nicholas Der
Scottsdale, AZ
Monica Boulter
Scottsdale, AZ
Kai Jacobs
Scottsdale, AZ
Douglas Miller
Scottsdale, AZ
Travis Eiklor
Scottsdale, AZ
Kim Trinh
Scottsdale, AZ
Jacqueline French
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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