Travis B Sissler
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Raymond James Financial Services Advisors, Inc.Oct 2021 to Jul 2025
- Raymond James Financial Services, Inc.Oct 2021 to Jul 2025
- Pinnacle Asset ManagementJan 2021 to Oct 2021
- Pinnacle Financial Partners/pinnacle BankJan 2021 to Oct 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2018
- Wells Fargo Advisors LLCMar 2011 to Nov 2016
- Wells Fargo BankJan 2010 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 5898567
- Firm CRD
- 19616