Travis Bomgardner Email & Phone Number
Advisor | CBDO @ Tschetter Group
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Travis Bomgardner Location
- Kirkland, WA, US
Travis Bomgardner Work
- 2022 -now Advisor | CBDO @
- 2006 -2022 Sr. Regional Vice President @
- 2005 -2006 Internal Wholesaler @
- 2004 -2005 Financial Advisor @
Travis Bomgardner Education
- University of Colorado Boulder
Bachelor’s Degree (Applied Economics)
Travis Bomgardner Skills
- Financial Analysis
- Business Analysis
- Investment Management
- Alternative Investments
- Investment Strategies
- Equities
- Fixed-Income Investing
- Investment Research
- Investment Portfolios
- Real Estate Investment Trust (REIT)
- Retirement Planning
- Retirement
- Mutual Funds
- Investments
- Series 7
- Asset Allocation
- New Business Development
- Series 63
- Fixed Annuities
- Insurance
- Sales Management
- Variable Annuities
- 401k
- Finance
- Financial Services
- Strategic Financial Planning
- Financial Advisory
- Financial Planning
- Securities
- Wealth Management
- Team Building
- Business Development
- Strategic Planning
- Microsoft Office
- Strategic Financial
Travis Bomgardner Summary
- Travis Bomgardner, based in Kirkland, WA, US, is currently a Advisor | CBDO at Tschetter Group. Travis Bomgardner brings experience from previous roles at Transamerica and Waddell & Reed. Travis Bomgardner holds a Bachelor’s Degree in Applied Economics @ University of Colorado Boulder. With a robust skill set that includes Financial Analysis, Business Analysis, Investment Management, Alternative Investments, Investment Strategies and more. Travis Bomgardner has 2 emails and 3 mobile phone numbers on RocketReach.
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