Travis John Bettfreund

Current Employers

Employment History

• 09/2016 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Niguel, CA
• 09/2005 → 09/2016
  The Walt Disney Company
  Anaheim, CA
• 01/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2022 → Present
  Capital Analysts
  Fort Washington, PA
• 01/2022 → Present
  K2 Financial Inc.
  Glendora, CA

Previous Registrations

• 2017-07-28 → 2021-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Niguel, CA
  Brea, CA
  New York, NY

Other Businesses

K2 FINANCIAL POSITION: Co-Owner, IAR and Directory of Advisors NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/13/2021 ADDRESS: 233 S. Glendora Ave, Glendora CA 91741, United States DESCRIPTION: IAR K2 BENEFITS POSITION: 25% Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: K2 Benefits is an option for our advisors to write insurance. We typically use it for term insurance policies. KRELLWITZ KURIMOTO AND ASSOCIATES POSITION: 25% Owner, Director NATURE: Parent company, pass through INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 233 S. Glendora Ave, Glendora CA 91741, United States DESCRIPTION: I don't have any formal duties related to KKA. KKA is the parent company of K2 Financial, K2 Benefits.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-27

Other Names

• Travis Bettfreund
• Travis John Bettfreund