Travis Roy Mitchen
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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 fee
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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Mitchen Wealth ManagementMar 2024 to now
- Ozark Financial Group, LLC.Oct 2023 to now
- Avantax Advisory ServicesOct 2023 to Sep 2025
- Avantax Insurance Agency, LLCOct 2023 to Sep 2025
- Avantax Investment Services Inc.Oct 2023 to Sep 2025
- UnemployedSep 2023 to Oct 2023
- Park Avenue Securities LLCMar 2023 to Sep 2023
- UnemploymentJan 2023 to Mar 2023
- Avantax Advisory ServicesAug 2022 to Jan 2023
- Avantax Investment Services, Inc.Mar 2018 to Jan 2023
- Mitchen Wealth ManagementMar 2018 to Dec 2022
- UnemploymentDec 2016 to Mar 2018
- Ryan, LLCJan 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5410627
- Firm CRD
- 105644