Travis Michael Sherman

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2015 → 03/2017
  Horizons Financial Group, Inc.
  Birmingham, AL
• 07/2012 → Present
  Independent Insurance Agent
  Birmingham, AL
• 01/2007 → Present
  Podium Finish Training
  Birmingham, AL
• 05/2017 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2015-07-09 → 2017-03-24
  Horizons Financial Group, Inc.
  Birmingham, AL
• 2004-10-19 → 2012-05-17
  Principal Securities, Inc.
  Pelham, AL
  Birmingham, AL
  Birmingham, AL
  Pelham, AL
  Birmingham, AL
  Pelham, AL
  Birmingham, AL

Other Businesses

1)dba Travis M Sherman Wealth Management, LLC - Pelham AL 35124 & Hoover AL 35244 - Wealth Management and Retirement Planning - Investment Related - Start Date: 05/2017 2)Advocare - 214 Eagle Cove Lane, Pelham, AL 35124 - Weight-management and sport perforance products - Non-Investment Related - Under 5 hours/month - Sale/Coach 3) Travis M. Sherman Retirement Income Consulting, LLC - Pelham AL 35124 & Hoover AL 35244 - President - Insurance Sales 4) PODIUM FINISH TRAINING. 2007-PRESENT. COACH FOR CYCLISTS/RUNNERS. NOT INVESTMENT RELATED. 5 HRS/MO.///ALABAMA CYCLING NEWS, THIS IS A WEBSITE, ALABAMACYCLINGNEWS.COM CYCLING RELATED WEBSITE, 2008. INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. 20 HOURS/WK. SINCE 2012

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-22
• S63 Uniform Securities Agent State Law Examination
  2001-07-10

Other Names

• Travis Sherman