Owner And Private Wealth Advisor
Current
May 2023 - Present
AeroLeads people directory · profile
Travis Allen Cfa, Cfp®, Ricp® Email & Phone Number
Owner and Private Wealth Advisor
at
Custom Wealth Planners
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Owner and Private Wealth Advisor
Location
Ankeny, Iowa, United States
Who is Travis Allen Cfa, Cfp®, Ricp®? Overview
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Quick answer
Travis Allen Cfa, Cfp®, Ricp® is listed as Owner and Private Wealth Advisor at Custom Wealth Planners, based in Ankeny, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Travis Allen Cfa, Cfp®, Ricp®.
Travis Allen Cfa, Cfp®, Ricp® previously worked as Partner and Private Wealth Advisor at Freedom Wealth Advisors and Associate Wealth Management Advisor - Director of Investments at Northwestern Mutual. Travis Allen Cfa, Cfp®, Ricp® holds Master Of Business Administration (M.B.A.) from University Of Iowa - Henry B. Tippie College Of Business.
Company email context
Email format at Custom Wealth Planners
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Custom Wealth Planners
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Profile bio
About Travis Allen Cfa, Cfp®, Ricp®
Travis Allen Cfa, Cfp®, Ricp® is a Owner and Private Wealth Advisor at Custom Wealth Planners. He possess expertise in alternative investments, investments, investment management, hedge funds, mutual funds.
Listed skills include Alternative Investments, Investments, Investment Management, Hedge Funds, and 1 others.
Current workplace
Travis Allen Cfa, Cfp®, Ricp®'s current company
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8 roles
Travis Allen Cfa, Cfp®, Ricp® work experience
A career timeline built from the work history available for this profile.
Partner And Private Wealth Advisor
Freedom Wealth Advisors
Apr 2022 - May 2023
Associate Wealth Management Advisor - Director Of Investments
Apr 2016 - Apr 2022
Trust Investment Officer
Iowa State Bank
Oct 2015 - Apr 2016
Vice President & Senior Portfolio Manager
Jun 2011 - Oct 2015
Associate Portfolio Manager
Apr 2010 - Jun 2011
Investment Management Associate
May 2007 - Apr 2010
Contribution Analyst Intern
Jun 2006 - Jan 2007
2 education records
Travis Allen Cfa, Cfp®, Ricp® education
Master Of Business Administration (M.B.A.)
Bachelor Of Science (B.S.), Accounting And Finance
FAQ
Frequently asked questions about Travis Allen Cfa, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Travis Allen Cfa, Cfp®, Ricp® work for?
Travis Allen Cfa, Cfp®, Ricp® works for Custom Wealth Planners.
What is Travis Allen Cfa, Cfp®, Ricp®'s role at Custom Wealth Planners?
Travis Allen Cfa, Cfp®, Ricp® is listed as Owner and Private Wealth Advisor at Custom Wealth Planners.
Where is Travis Allen Cfa, Cfp®, Ricp® based?
Travis Allen Cfa, Cfp®, Ricp® is based in Ankeny, Iowa, United States while working with Custom Wealth Planners.
What companies has Travis Allen Cfa, Cfp®, Ricp® worked for?
Travis Allen Cfa, Cfp®, Ricp® has worked for Custom Wealth Planners, Freedom Wealth Advisors, Northwestern Mutual, Iowa State Bank, and U.S. Bank.
How can I contact Travis Allen Cfa, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Travis Allen Cfa, Cfp®, Ricp® at Custom Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Travis Allen Cfa, Cfp®, Ricp® attend?
Travis Allen Cfa, Cfp®, Ricp® holds Master Of Business Administration (M.B.A.) from University Of Iowa - Henry B. Tippie College Of Business.
What skills is Travis Allen Cfa, Cfp®, Ricp® known for?
Travis Allen Cfa, Cfp®, Ricp® is listed with skills including Alternative Investments, Investments, Investment Management, Hedge Funds, and Mutual Funds.
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