Travis
Bartsch
Woodbury Financial Services, Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$21,344,571,679
3,216
91,382
$233,575
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Answer a few questions to get a personalized match.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.
Woodbury Financial Services, Inc
Disclosures
Travis Bartsch has no disclosures.
Please visit their SEC profile for more details.
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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.
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