Travis Ryan Gleason

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2011 → 06/2020
  Tag Solutions Inc.
  Omaha, NE
• 12/2013 → 10/2016
  Bgm Trunorth Wealth Partners
  St. Paul, MN
• 10/2016 → 12/2024
  Trunorth Wealth Partners
  St. Paul, MN
• 12/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2016-10-03 → 2025-03-28
  Grandview Delight, Llc
  St. Paul, MN
• 2013-12-02 → 2016-10-03
  Bgm Wealth Management
  Bloomington, MN
• 2012-12-20 → 2013-12-02
  Trunorth
  Bloomington, MN
• 2008-02-19 → 2011-11-07
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2008-02-19 → 2011-11-07
  Td Ameritrade Investment Management, Llc
  Bellevue, NE

Other Businesses

1. Name: Knox Classical Academy; Investment-Related: No; Address: 1310 County Road B2 W, Roseville, MN; Nature: School; Position/Title: Board member; Start: 12/1/2022; Hours/Month: 5; Hours during Market Hours: 1; Duties: Assist in budget & financial aid decisions 2. Name: Mowing & Lawncare; Investment-Related: No; Address: private residence; Nature: Lawncare; Position/Title: owner; Start: 5/1/2022; Hours/Month: 8; Hours during Market Hours: 1; Duties: Oversee children's lawncare business 3. Name: Rental Property; Investment-Related: No Address: Private Residence; Nature: Rental Property; Position/Title: Owner; Start: 12/3/2008; Hours/Month: 2; Hours during Market Hours: 1; Duties: maintaining and renting properties

Exams

• S66 Uniform Combined State Law Examination
  2008-02-14
• S63 Uniform Securities Agent State Law Examination
  2006-09-06

Designations

• Certified Financial Planner