Travis John Gravlin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2012 → 07/2021
  Waddell & Reed Inc
  Creve Coeur, MO
• 12/2012 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Lake Saint Louis, MO
• 01/2014 → 07/2021
  Travis J Gravlin
  Saint Louis, MO
• 01/2018 → 07/2021
  Travis Gravlin, Llc
  St Louis, MO
• 11/2019 → 07/2021
  Profound Legacy Partners, Llc
  Lake St Louis, MO
• 07/2021 → Present
  Lpl Financial Llc
  Creve Coeur, MO

Previous Registrations

• 2012-10-08 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Creve Coeur, MO

Other Businesses

1) 09/12/2014 - Travis J Gravlin / Tax Prep/Accounting/CPA / Investment Related / 4HR / MO / 329 Country Orchard Dr Lake St Louis, MO 63367 2) 11/01/2019 - Profound Legacy Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 4 CityPlace Drive Suite 495 Creve Coeur, MO 63141 3) 01/12/2019 - TRAVIS GRAVLIN LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR / MO / 329 Country Orchard Dr Lake St Louis, MO 63367

Exams

• S66 Uniform Combined State Law Examination
  2012-10-05