Travis
Winder
Park Avenue Securities LLC
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About this Advisor
Travis Winder is a financial advisor based in Appleton, Wisconsin, working with Park Avenue Securities LLC. Travis has previously held positions at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Guardian Life Insurance, and Park Avenue Securities. Travis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Florida, Illinois, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Dakota, Texas, Washington, and Wisconsin. Currently, Travis is part of Park Avenue Securities LLC, which operates out of Appleton, Wisconsin. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 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, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Travis Winder Work History
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Disclosures
Please visit the SEC profile of Travis Winder 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 Park Avenue Securities LLC
Port Chester, NY
Portland, OR
Belmar, NJ
Belmar, NJ
Austin, TX
Franklin, TN
Charlotte, NC
Wayzata, MN
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