Travis Grasser
Investment adviser representative at Rbf Wealth Advisors
9 yearsExperience
1 stateRegistered in
$716.1MFirm assets
42 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
9 years in the industry.
- Rbf Wealth AdvisorsJan 2022 to now
- Private Client ServicesJun 2023 to May 2024
- Triad AdvisorsJan 2022 to Jun 2023
- Stuppy IncJul 2015 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Rbf Wealth Advisors
Legal name: Roman Butler Fullerton & Co
$716.1MAssets managed
1,289Clients
12Advisers
42 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
- 7499321
- Firm CRD
- 104771