Travis
Kvaale
Fuse Partners, LLC
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About this Advisor
Travis Kvaale is a financial advisor based in Sioux Falls, South Dakota, working with Fuse Partners, LLC. Travis has previously held positions at Make Way Wealth Management, American Bank & Trust, State Of South Dakota - Legislative Audit, Equity Trust Company, Pricewaterhouse Coopers, Ccc Information Systems, Hy-Vee, Jimmy John's, and Fuse Partners, LLC Dba Make Way Wealth Management. Travis has passed the Series 65 regulatory exam and is registered to provide services in California, Colorado, Illinois, Iowa, Michigan, Minnesota, Missouri, Montana, Nebraska, North Dakota, South Dakota, Texas, Virginia, and Wisconsin. Currently, Travis is part of Fuse Partners, LLC, which operates out of Sioux Falls, South Dakota. The firm has 8 offices and 36 employees. The firm manages assets totaling $903.2 million 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 Fuse Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fuse Partners, LLC Brokerage Details
$903,235,112
36
1,317
$685,828
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 Kvaale Work History
Fuse Partners, LLC Dba Make Way Wealth Management
Make Way Wealth Management
Make Way Wealth Management
American Bank & Trust
State Of South Dakota - Legislative Audit
Equity Trust Company
Pricewaterhouse Coopers
Ccc Information Systems
Hy-Vee
Jimmy John'S
Disclosures
Please visit the SEC profile of Travis Kvaale 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 Fuse Partners, LLC
Belgrade, MT
Minneapolis, MN
Minneapolis, MN
Dallas, TX
Dallas, TX
Sioux Falls, SD
Dallas, TX
Sioux Falls, SD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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