Travis
Bovy

Cetera Advisors LLC

CRD#5896724
Investment Advisor
in Waterloo, IA

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About this Advisor

Travis Bovy is a financial advisor working out of Waterloo, Iowa, with a total of 9 years of relevant experience. Bovy currently works for Cetera Advisors LLC. Their career trajectory has included roles at Financial Resource Advisors, Cetera Advisors LLC and Fra Tower Park, LLC. Bovy holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Iowa. Cetera Advisors LLC is a registered investment business based in Englewood, CO. It has offices in 692 locations and a total of 1,047 people on staff. It has $21 billion in assets between its 90,646 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in assets available to invest. Cetera Advisors LLC has a number of services, including 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. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by Cetera Advisors LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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, Commissions

Office Location

816 Tower Park Dr
Waterloo, IA 50701

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

IA Average: $2,349,664,866
Total Number of Employees

1,047

IA Average: 28
Total Number of Accounts

90,646

IA Average: 1,101
Average Account Size

$234,185

IA Average: $2,134,119

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 Bovy Work History

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

2021 - Present (3 years)

Fra Tower Park, LLC

2013 - Present (11 years)

Cetera Advisors LLC

2011 - Present (13 years)

Financial Resource Advisors

*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.

Disclosures

Please visit the SEC profile of Travis Bovy 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 Cetera Advisors LLC

Jeremey Bullerman
Waterloo, IA
Mark Seward
Akron, OH
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
John Grady
San Luis Obispo, CA
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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 profile-compliance@smartasset.com.

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