Travis Gleason

from Trunorth Wealth Partners
SEC regulated
Regulated Investment Advisor
Travis Gleason is a financial advisor based in Minnesota, St. Paul, with 18 years of experience. Travis currently works for Trunorth Wealth Partners. Travis maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Travis Gleason works at Trunorth Wealth Partners
Trunorth Wealth Partners is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $455,189,477 of assets under management and employs about 8 people. Trunorth Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3050 Wells Fargo Place, 30 East 7th Street, St. Paul, Minnesota, 55101

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