Travis Rey Fuller

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

• 06/2014 → 10/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2015 → 10/2017
  Northwestern Mutual Investment Services Llc
  Provo, UT
• 07/2016 → 10/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2017 → 08/2018
  Podium Inc.
  Lehi, UT
• 08/2018 → 01/2019
  Artemis Health Inc.
  Salt Lake City, UT
• 04/2019 → 06/2020
  Hatchmed Inc.
  Seattle, WA
• 10/2019 → 04/2020
  Sagepoint Financial, Inc.
  Provo, UT
• 06/2020 → 10/2024
  Fidelity Investments
  Salt Lake City, UT
• 04/2015 → 06/2020
  Self-Employed
  Midvale, UT
• 12/2024 → 04/2026
  Key Investment Services, Llc
  Murray, UT
• 06/2026 → Present
  Osaic Wealth, Inc
  Provo, UT

Previous Registrations

• 2025-01-08 → 2026-04-29
  Key Investment Services Llc
  Murray, UT
  Brooklyn, OH
• 2020-12-04 → 2024-11-12
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

1. TURO POSITION: Turo Host NATURE: Independent Contractor. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2017 ADDRESS: 111 Sutter Street St. 1300, San Francisco CA 94104, United States DESCRIPTION: We provide a vehicle for people to use when they fly into town. 2. AIRBNB POSITION: Airbnb Host NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2024 ADDRESS: 888 Brannan Street, San Francisco CA 94103, United States DESCRIPTION: We rent a couple of our homes on Airbnb to give people a place to stay when they come to town. 3. TNTHOMES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2023 ADDRESS: 1309 Coffeen Ave. Ste 1200, Sheridan WY 82801, United States DESCRIPTION: This is the LLC that we set up to help market and rent our properties out. 4. VRBO POSITION: Host NATURE: Independent Contractor INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 11920 Alterra Parkway, Austin TX 78758, United States DESCRIPTION: Give people a place to stay when the come into town. 5. TRAVIS FULLER-FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2014 ADDRESS: 5314 N River Run Drive, Provo UT 84604, United States DESCRIPTION: Provide people with life, health and fixed insurance products. 6. LAWRENCE WEALTH MANAGEMENT POSITION: Partner/ Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2026 ADDRESS: 5314 N River Run Drive, Provo UT 84604, United States DESCRIPTION: Partner/ Wealth Advisor through Osaic DBA Lawrence Wealth Management 7. DOG SERVICES - ROVER POSITION: Dog Trainer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 9898 South Glasgow Drive, South Jordan UT 84009, United States DESCRIPTION: My wife and I provide dog watching/training services.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-10

Other Names

• Travis Rey Fuller
• Travis Fuller