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Travis James Thompson

Fiduciary Financial Advisors

Grand Rapids, MI

CRD 7356468

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Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

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

Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-07
MI RA APPROVED 2021-10-29
  • TX RA
    APPROVED_RES
    Since 2025-06-07
  • MI RA
    APPROVED
    Since 2021-10-29

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • 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
Cambridge Investment Research, Inc. Fairfield IA 03/2021 Present
Hewlett Packard Enterprise Houston TX 06/2017 06/2024
Nimble Storage San Jose CA 12/2016 06/2017
Rdv Corporation Grand Rapids MI 11/2011 12/2016
  • 03/2021 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2017 → 06/2024
    Hewlett Packard Enterprise
    Houston, TX
  • 12/2016 → 06/2017
    Nimble Storage
    San Jose, CA
  • 11/2011 → 12/2016
    Rdv Corporation
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-28
  • S66 Uniform Combined State Law Examination
    2021-09-28
Other Names
  • Travis James Park

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

More in Grand Rapids, MI

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