Travis D Banks
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2025 to now
- Charles Schwab & Co., Inc.Dec 2022 to now
- Genesis Health ClubsJul 2020 to now
- TD Ameritrade, Inc.Aug 2020 to Jun 2024
- CutcoMay 2020 to Jul 2020
- St. Louis Black RepAug 2019 to May 2020
- Uni Curry BowlMar 2019 to Aug 2019
- University of Nebraska- LincolnAug 2018 to Mar 2019
- Allied UniversalMay 2018 to Aug 2018
- UpsNov 2017 to Jan 2018
- Omaha Henry Doorly ZooMay 2016 to Aug 2018
- Pizza HutMay 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NE).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6979267
- Firm CRD
- 159035