Travis Aaron Skelton
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
13 years in the industry.
- Osaic Wealth, Inc.Feb 2024 to now
- OsaicFeb 2024 to now
- Alabama One Credit UnionFeb 2021 to now
- LPL Financial LLCFeb 2021 to Jan 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2021
- Wells Fargo Advisors, LLC.Sep 2014 to Nov 2016
- Wells Fargo Bank NAJul 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (AL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6403765
- Firm CRD
- 23131