Travis
Schaat
Perspective Wealth Partners, LLC
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About this Advisor
Travis Schaat is a financial advisor based in Boise, Idaho, working with Perspective Wealth Partners, LLC. Travis has previously held positions at Perspective Wealth Partners, LLC, Schaat Financial Solutions, Athlos Academies, and the Idaho State Treasurer's Office. Travis has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Travis is part of Perspective Wealth Partners, LLC, which operates out of Boise, Idaho. The firm has 8 employees and manages assets totaling $576.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Perspective Wealth Partners, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perspective Wealth Partners, LLC Brokerage Details
$576,578,069
8
249
$2,315,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Travis Schaat Work History
Perspective Wealth Partners, LLC
Schaat Financial Solutions
Athlos Academies
Idaho State Treasurer'S Office
Disclosures
Please visit the SEC profile of Travis Schaat 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 Perspective Wealth Partners, LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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