Avantax Advisory Services

Investment Advisor
in Mccordsville, IN

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About this Advisor

Travis Rivers is a financial advisor who works out of Mccordsville, Indiana, with a total of 9 years of relevant experience. Rivers works at Avantax Advisory Services. Throughout their career, Rivers has worked at Avantax Investment Services, Inc, Robert C. Winters Professional Corporation, Blue & Co, LLC, Avantax Advisory Services, Winters Cpa Group LLC, Avantax Insurance Agency, LLC and Rfs, Lllc. Rivers maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Avantax Advisory Services is a business headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets under management among its 123,393 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Avantax Advisory Services performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management are based on which services the firm provides the client. Fee types billed by Avantax Advisory Services can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Mccordsville, IN

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


IN Average: $3,042,739,679
Total Number of Employees


IN Average: 49
Total Number of Accounts


IN Average: 2,315
Average Account Size


IN Average: $1,314,358

Investment Advisory Services

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

Travis Rivers Work History

Travis has been registered as a financial advisor for 9 years.*

2018 - Present (6 years)

Rfs, Lllc

2016 - Present (8 years)

Avantax Insurance Agency, LLC

2014 - Present (10 years)

Avantax Advisory Services

2014 - Present (10 years)

Winters Cpa Group LLC

2013 - Present (11 years)

Avantax Investment Services, Inc

2013 - Present (11 years)

Robert C. Winters Professional Corporation

2013 - 2013 (< 1 year)

Blue & Co, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Travis Rivers 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 Avantax Advisory Services

Casey Radke
Irving, TX
Joseph Averett
Fort Worth, TX
Nicholas Randone
Melville, NY
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Travis Rivers
Mccordsville, IN
Denissia Gordon
Dallas, TX
Andrew Smith
Gadsden, AL

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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