Travis Joseph Ryan

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

• 03/2019 → 10/2024
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 04/2018 → 03/2019
  Towne Park Ltd.
  Kansas City, MO
• 08/2018 → 11/2018
  State Street Corporation
  Kansas City, MO
• 10/2016 → 04/2018
  Vineyard Vines
  Kansas City, MO
• 05/2016 → 09/2016
  Country Club Of Missouri
  Columbia, MO
• 04/2013 → 09/2016
  Hy-Vee
  Liberty, MO
• 10/2024 → Present
  Charles Schwab
  Lone Tree, CO
• 10/2024 → Present
  Charles Schwab Bank
  Lone Tree, CO

Previous Registrations

• 2021-06-09 → 2024-10-18
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-06-02
• S63 Uniform Securities Agent State Law Examination
  2019-06-07

Designations

• Certified Financial Planner

Other Names

• Travis Joseph Ryan
• Travis Ryan