Travis Jeffrey Holt

Current Employers

Employment History

• 07/2002 → Present
  Lpl Financial, Llc
  Loyal, WI
• 12/2009 → Present
  Citizens State Bank Of Loyal
  Loyal, WI

Other Businesses

1. 9/19/2005 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - CITIZENS FINANCIAL SERVICES - LOYAL, WI. 2. 2/20/2008 - NON-VARIABLE INSURANCE - ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA - AGENT FOR FIXED ANNUITIES. - 1% TIME SPENT - LOYAL, WI. 3. 10/17/2008 - REAL ESTATE RENTAL - ANTLER CROSSINGS, LLC - 2 PROPERTIES. - TIME SPENT 5% - ST. GERMAIN, WI. 4. 12/14/2009 - CITIZENS STATE BANK OF LOYAL - DIRECTOR: CITIZENS STATE BANK OF LOYAL. DUTIES INCLUDE ATTENDING MEETINGS OF THE BOARD AND STATE HOW FREQUENTLY, VOTING PRIVILEGES, PARTICIPATE IN BOARD DISCUSSIONS AND OFFERS IDEAS ABOUT THE BANKING INDUSTRY. - 5% OF TIME SPENT - LOYAL, WI. -INV Related 5. 03/22/2016 * Citizens State Bank of Loyal * Financial Institution Duty * INV REL * AT REPORTED BUSINESS LOCATION(S) * Title change to Chairman, President & CEO * START 03/16/2016 * 100 HRS/MO; 50 HRS/MO DURING SECS TRDG HRS. 6. 4/9/2018 - Banker's Bank WI - Not Investment Related - 7700 Mineral Point Rd., Madison, WI 53717 - For-Profit Board Member - Start Date 05/01/2018 - 10 Hours Per Month During Securities Trading. 7. 04/25/2024 - State of Wisconsin Banking Review Board - Non-Inv Related - Non-Profit Board Member - Member - Started: 6/1/2024 - 1 Hrs/Mo During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-14
• S63 Uniform Securities Agent State Law Examination
  2002-08-26