Travis Jason Broadhurst
Investment adviser representative at Sweeney Financial Advisors
10 yearsExperience
1 stateRegistered in
$403.2MFirm assets
12 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
Experience
10 years in the industry.
- Sweeney Financial AdvisorsAug 2026 to now
- Sfm, LLCJul 2026 to now
- Scs Capital Management LLCMar 2025 to Jun 2026
- Lake Street Advisors Group, LLCApr 2021 to Feb 2025
- Essential Planning, LLCSep 2018 to Mar 2021
- Eastern BankNov 2017 to Sep 2018
- Robert HalfSep 2017 to Nov 2017
- UnemployedAug 2017 to Sep 2017
- Service Credit UnionJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NH).
Sweeney Financial Advisors
Legal name: Sfm, LLC
$403.2MAssets managed
258Clients
6Advisers
12 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
- 7022867
- Firm CRD
- 116564