Travis Eugene Hughes
Investment adviser representative at Downshift Financial
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$214.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed 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.
- Downshift Financial, LLCMar 2021 to now
- Tvm PlanningMay 2019 to Dec 2021
- Edward JonesAug 2018 to Apr 2019
- Nrt LLC dba Property FrameworksJul 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, TX, VA).
Downshift Financial
Legal name: Downshift Financial, LLC
$214.7MAssets managed
81Clients
3Advisers
2 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
- 6993426
- Firm CRD
- 314068