Travis Michael Todd

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 11/1999 → 06/2019
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2019 → 11/2019
  Redwood Investment Management, Llc
  Scottsdale, AZ
• 08/2019 → 11/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 10/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2019 → 10/2020
  Unemployed
  Phoenix, AZ
• 11/2020 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Other Businesses

Frush Ventures|Investment Related:No|18829 N. 34th Place;Phoenix;AZ;85050;USA|Real Estate (Non-Agent/Broker)|Partner|2003-08-04|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Partnership formed for the purposes of investing in and developing real estate & managing residential rental property. MR TODD IS A MEMBER OF THE ARIZONA ACTION SPORTS PARK, LLC LOCATED AT 18829 NORTH 34TH PLACE, PHOENIX, AZ 85050. THIS NON-INVESTMENT RELATED ACTIVITY WAS STARTED IN JANUARY, 2005 AND WAS FORMED FOR THE PURPOSE OF DEVELOPING A SPORTS PARK FACILITY. MR TODD SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY. WHEN ENGAGED IN THIS ACTIVITY MR TODD IS RESPONSIBLE FOR FINDING THE LOCATION AND OPERATOR.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-02
• S63 Uniform Securities Agent State Law Examination
  2000-08-22

Other Names

• Travis Michael Todd
• Travis Todd
• Travis M Todd