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Travis Virgil Schaat

Perspective Wealth Partners, LLC

Boise, ID

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Current Employers
Perspective Wealth Partners, Llc

121 N 9Th Street Suite 400, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-11-05
ID RA APPROVED 2018-07-31
  • NE RA
    APPROVED
    Since 2025-11-05
  • ID RA
    APPROVED
    Since 2018-07-31

Branch Locations

121 N 9Th Street Suite 400, Boise, ID 83702 • 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
Perspective Wealth Partners, Llc Boise ID 04/2018 Present
Schaat Financial Solutions Meridian ID 03/2017 04/2018
Athlos Academies Boise ID 01/2016 03/2017
  • 04/2018 → Present
    Perspective Wealth Partners, Llc
    Boise, ID
  • 03/2017 → 04/2018
    Schaat Financial Solutions
    Meridian, ID
  • 01/2016 → 03/2017
    Athlos Academies
    Boise, ID
Other Businesses

Certified Public Accountant-Licensed in Idaho 2/2013

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-11
  • S65 Uniform Investment Adviser Law Examination
    2018-06-11

View on SEC IAPD

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INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
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