Travis Dragan
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
CFADesignation
$17BFirm assets
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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
Experience
10 years in the industry.
- Mission Wealth Management, LPMar 2026 to now
- Sequoia Financial GroupJun 2023 to Mar 2026
- Lineweaver Financial GroupJul 2021 to Jun 2023
- Lineweaver Wealth Advisors, LLCJul 2021 to Jun 2023
- UnemployedApr 2020 to Jul 2021
- PNC Asset ManagementOct 2016 to Apr 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 5984693
- Firm CRD
- 113057