Travis Alan Mcgrew

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2006 → 01/2024
  Woodbury Financial Services
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chesterfield, MO

Previous Registrations

• 2007-10-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chesterfield, MO

Other Businesses

1. CSE STRATEGY PARTNERS, LLC FIXED INSURANCE PRODUCER POSITION: Insurance Producer - Agent NATURE: Sole Proprietor, using CSE Strategy Partners as a DBA for Fixed Insurance and Fixed Annuity sales where appropriate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2019 ADDRESS: 16640 Chesterfield Grove Rd, Suite 170, Chesterfield MO 63005, United States DESCRIPTION: Provide fixed insurance and fixed annuity products to clients where applicable.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-24
• S63 Uniform Securities Agent State Law Examination
  2006-07-21

Other Names

• Travis A Mcgrew