Travis Lee Sholin

Current Employers

Employment History

• 06/2014 → 06/2020
  Cetera Advisor Networks Llc
  Omaha, NE
• 06/2020 → Present
  Keystone Financial Services, Llc
  Omaha, NE
• 10/2014 → 06/2020
  Cetera Advisor Networks Llc
  Omaha, NE
• 06/2020 → Present
  Private Client Services
  Omaha, NE

Previous Registrations

• 2014-10-27 → 2020-06-30
  Cetera Wealth Services, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

1) KEYSTONE FINANCIAL SERVICES INSURANCE AGENT. 9802 NICHOLAS ST, SUITE 315A, OMAHA, NE 68114. SELL AND SERVICE LIFE INSURANCE POLICIES. LIFE INSURANCE AGENT. SELL AND SERVICE LIFE INSURANCE POLICIES. 10 HRS/MO; 2 DURING TRADING HRS. 2) TRAVIS SHOLIN IS DUALLY REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH KEYSTONE FINANCIAL SERVICES, LLC ("KEYSTONE") AND AS A REGISTERED REPRESENTATIVE WITH PRIVATE CLIENT SERVICES, LLC ("PCS"). BUSINESS IS CONDUCTED FROM 9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE 68114. APPROXIMATELY 90% OF MR. SHOLIN'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE OF KEYSTONE AND THE BALANCE AS A REGISTERED REPRESENTATIVE WITH PCS. 3) FINANCIAL THERAPY ASSOCIATE BOARD MEMBER. SHARE IDEAS OF PSYCHOLOGY AND THEREAPY RELATED TO FINANCES AND PEOPLE. MEMBERSHIP CHAIR: ASSIST WITH QUESITNOS FROM MEMBERSHIP. 2 HRS/MO; 2 DURING TRADING HRS. 4) I'LLTIP; NOT INVESTMENT RELATED; 14105 O St, Omaha, NE. 68137; OVERSEE OPERATIONS OF THE COMPANY; OWNER; 8/1/2018; 5 HRS/MO. 5) TRIAD PARTNERS, LLC; NOT INVESTMENT RELATED. 9802 NICHOLAS STREET, SUITE 315, OMAHA, NE 68114. OWNERSHIP IN REAL ESTATE. PARTNER. 1/1/2025. 20 HRS/MO. 6) DUNDEE M&A; NOT INVESTMENT RELATED. 9802 NICHOLAS ST SUITE, 315B, OMAHA, ME 68114. OVERSEES THE GENERAL OPERATIONS OF THE FIRM AND ASSISTS WITH COMMUNICATIONS RELATED TO BUSINESS OPPORTUNITIES. MERGERS AND ACQUISITIONS CONSULTING FIRM. 07/01/2026. 40 HRS/MO.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-22

Designations