Travis
Gleason
Trunorth Wealth Partners
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About this Advisor
Travis Gleason is a certified financial planner working out of Saint Paul, Minnesota who has 7 years of industry experience. Gleason is an advisor for Trunorth Wealth Partners. During their career, the advisor has held roles at Tag Solutions Inc, Trunorth, Bgm Trunorth Wealth Partners and Trunorth Wealth Partners. Gleason has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Minnesota. Trunorth Wealth Partners is a financial advisory firm that has its headquarters in Saint Paul, MN. The investment advisory business has a total of eight financial advisors. It has $468 million in assets under management among its 1,101 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 1,101 client accounts, 46% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers 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 other services. Fees for financial management largely vary depending on which service is offered. However, fee types charged by Trunorth Wealth Partners most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trunorth Wealth Partners Brokerage Details
$467,655,458
8
1,101
$424,755
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
- Other
Travis Gleason Work History
Travis has been registered as a financial advisor for 7 years.*
Trunorth Wealth Partners
Tag Solutions Inc
Bgm Trunorth Wealth Partners
Trunorth
*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 Gleason 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 Trunorth Wealth Partners
Folsom, CA
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
