Travis
Peltz
Regal Investment Advisors LLC
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About this Advisor
Travis Peltz is a financial advisor based in Rogers City, Michigan, working with Regal Investment Advisors LLC. Travis has previously held positions at Regulus Financial Group, LLC, Rep Enterprises LLC, and Regal Investment Advisors, LLC. Travis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Travis is part of Regal Investment Advisors LLC, which operates out of Rogers City, Michigan. The firm has 77 offices and 140 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Regal Investment Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regal Investment Advisors LLC Brokerage Details
$2,550,489,630
140
12,870
$198,173
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 Peltz Work History
Regulus Financial Group, LLC
Regal Investment Advisors, LLC
Rep Enterprises LLC
Disclosures
Please visit the SEC profile of Travis Peltz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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