Travis Mattson
Investment adviser representative at Vicus Capital, Inc.
12 yearsExperience
1 stateRegistered in
$3BFirm assets
25 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
12 years in the industry.
- Vicus Capital, Inc.May 2025 to now
- Frm Financial Group LLCFeb 2025 to now
- MML Investors Services, LLCJul 2022 to Jan 2025
- Massmutual Life Insurance CoApr 2022 to Jan 2025
- Self EmployedFeb 2022 to Mar 2022
- Guardian Life Insurance CoFeb 2019 to Feb 2022
- Park Avenue Securities LLCFeb 2019 to Feb 2022
- UnemployedNov 2018 to Feb 2019
- Park Avenue Securities LLCJul 2018 to Nov 2018
- UnemployedMay 2018 to Jul 2018
- The City MissionMay 2017 to Aug 2017
- Grove City CollegeAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 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
- 6994475
- Firm CRD
- 116021