Travis Robert Hensley

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2010 → 12/2023
  Charles Schwab & Co., Inc.
  Salt Lake City, UT
• 03/2010 → 12/2023
  Charles Schwab & Co
  Salt Lake City, UT
• 09/2024 → 01/2025
  Lpl Financial
  Salt Lake City, CA
• 09/2024 → 01/2025
  Zions Bank
  Salt Lake City, UT
• 01/2024 → 09/2024
  Unemployed
  Salt Lake City, UT
• 02/2025 → 03/2026
  Capital Advisors, Inc.
  Tulsa, OK
• 03/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-03-11 → 2026-03-11
  Capital Advisors, Inc.
  Tulsa, OK
  Farmington, UT
• 2024-09-10 → 2025-01-22
  Lpl Financial Llc
  Salt Lake City, UT
• 2010-04-08 → 2024-01-10
  Charles Schwab & Co., Inc.
  Clayton, MO
  Winnetka, IL
  Chesterfield, MO
  Clayton, MO
  Chesterfield, MO
  San Francisco, CA
  Cottonwood Heights, UT
  Phoenix, AZ
• 2009-07-09 → 2010-03-12
  Harrisdirect Llc
  Arlington, VA
• 2009-02-02 → 2009-06-25
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

Position/Title: Partner Name of Business: K2T LLC Address of Business: 590 N Station Parkway, Apt B411, Farmington UT 84025 Nature of Business: providing treatment services to individuals with autism Is this activity investment-related?: No Start Date: 03/02/2026 Hours Per Month: Approximately 32 hours per month During Securities Trading Hours: No Compensation: Yes Compensation Description: Receives profit distributions only; no salary or commissions

Exams

• S66 Uniform Combined State Law Examination
  2009-01-30
• S63 Uniform Securities Agent State Law Examination
  1996-07-30