Travis Lee Oglesby
Investment adviser representative at Avidian Wealth Solutions
26 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Avidian Wealth SolutionsJun 2019 to now
- Sta Wealth Management, LLCJun 2019 to now
- Rental PropertyAug 2017 to now
- Travis OglesbyOct 2010 to now
- Father Time Studios LLCMar 2014 to May 2019
- Ivy Funds Distributor, Inc.Feb 2005 to May 2019
- Waddell & Reed, IncApr 2000 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4133270
- Firm CRD
- 127186