Travis
Bartsch

Woodbury Financial Services, Inc

CRD#3274076
Investment Advisor
in Riverside, CA

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About this Advisor

Travis Bartsch is a financial advisor who works out of Riverside, California, with a total of 10 years of financial industry experience. Bartsch is on the advisory team at Woodbury Financial Services, Inc. They have spent their complete employment at Woodbury Financial Services, Inc. Bartsch maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in California. Woodbury Financial Services, Inc is a financial advisory business headquartered in Riverside, California. It has offices in 837 locations and a total of 3,216 financial advisors. It oversees $21 billion in assets under management across its 91,382 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 172 charitable organizations. Of its 91,382 customer accounts, 18% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on the type of services provided. Fees charged by Woodbury Financial Services, Inc can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

6809 Indiana Avenue Suite 159
Riverside, CA 92506

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

CA Average: $5,289,111,388
Total Number of Employees

3,216

CA Average: 157
Total Number of Accounts

91,382

CA Average: 8,262
Average Account Size

$233,575

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Travis Bartsch Work History

Travis has 10 years of experience.

2012 - Present (11 years)

Woodbury Financial Services, Inc

Disclosures

Travis Bartsch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jeffrey Baker
West Des Moines, IA
John Watson
Columbus, OH
Richard Chase
Saint Paul, MN
Casey Middleton
Johnson City, TN
Brent Deuel
Clarkston, MI
Anthony Frangella
Orland Park, IL
Grant Messner
Lees Summit, MO
Michael Sayre
Midvale, UT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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