Travis
Dragan
Lineweaver Wealth Advisors
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About this Advisor
Travis Dragan is a chartered financial analyst operating in Cleveland, Ohio, with 1 year of industry experience. Dragan works at Lineweaver Wealth Advisors. Throughout their career, they have worked at Boyd Watterson Asset Management, Pnc Asset Management, Lineweaver Financial Group and Lineweaver Wealth Advisors, LLC. Dragan holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Ohio. Lineweaver Wealth Advisors is a company based in Cleveland, OH. It has offices in five locations and a total of 19 people on staff. It controls $644 million in total assets across its 3,979 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,979 client accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on the financial services provided. However, fees billed by Lineweaver Wealth Advisors may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lineweaver Wealth Advisors Brokerage Details
$643,567,909
19
3,979
$161,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Travis Dragan Work History
Travis has been registered as a financial advisor for 1 years.*
Lineweaver Wealth Advisors, LLC
Lineweaver Financial Group
Lineweaver Wealth Advisors, LLC
Pnc Asset Management
Boyd Watterson Asset Management
*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 Dragan 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 Lineweaver Wealth Advisors
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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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