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Travis Frederick Allen

Custom Wealth Planners

Ankeny, IA

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Current Employers
Custom Wealth Planners

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-06-16
  • IA RA
    APPROVED
    Since 2023-06-16

Branch Locations

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services Llc Des Moines IA 05/2016 06/2023
Tsmf Llc D.b.a. Custom Wealth Planners Ankeny IA 06/2023 Present
  • 05/2016 → 06/2023
    Northwestern Mutual Investment Services Llc
    Des Moines, IA
  • 06/2023 → Present
    Tsmf Llc D.b.a. Custom Wealth Planners
    Ankeny, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-11
  • S63 Uniform Securities Agent State Law Examination
    2016-06-11
Designations

View on SEC IAPD

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