Travis Allen Bartsch

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 01/2024
  Woodbury Financial Services, Inc
  Eastvale, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Riverside, CA

Previous Registrations

• 2012-04-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Eastvale, CA
  San Diego, CA
  Anaheim, CA
  Yorba Linda, CA
  Riverside, CA
  Anaheim, CA
• 2002-06-06 → 2012-04-11
  Valic Financial Advisors, Inc.
  Glendale, CA
  Anaheim, CA
• 2003-02-27 → 2009-05-02
  American General Financial Advisors, Inc.
  Anaheim, CA

Other Businesses

1. RENTAL PROPERTY-1134 OBERLIN CT. LAS VEGAS NV 89135 POSITION: Owner/Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: 1134 Oberlin Ct, Las Vegas NV 89135, United States DESCRIPTION: I own a rental property in Las Vegas, NV where I collect rent. 2. Travis A. Bartsch - Fixed Insurance POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1999 ADDRESS: 6809 Indiana Avenue Suite 159, Riverside, CA, 92506, Phone:714-747-7784 DESCRIPTION: Insurance (fixed annuities or non-variable insurance including, but not limited to, life, accident, health, auto, disability income, property and casualty and long-term care)

Exams

• S66 Uniform Combined State Law Examination
  2002-05-24
• S63 Uniform Securities Agent State Law Examination
  1999-08-21