Travis Loren Braulick

Current Employers

Employment History

• 10/2016 → 08/2017
  Capital Financial Services, Inc.
  Minot, ND
• 10/2017 → 04/2019
  Capital Financial Services, Inc
  Minot, ND
• 04/2019 → 08/2024
  Bankers Life Securities
  Waterloo, IA
• 09/2014 → 08/2024
  Bankers Life & Casualty
  Waterloo, IA
• 10/2016 → 10/2016
  Investment And Insurance Services
  New Ulm, MN
• 08/2024 → Present
  Calton & Associates, Inc.
  Tampa, FL
• 01/2026 → Present
  Calton & Associates, Inc.
  Tampa, FL

Other Businesses

1. Travis Braulick Financial; Non-Investment related; 208 Scott St SE, Sleepy Eye, MN 56085; Payroll for tax purposes; Owner/Sole Proprietor; Start Date: 01/01/2023; Hours/month: 4; Hours/month during securities trading hours: 0. Travis Braulick Financial LLC is a S corp used as a sweep account for monthly income. 2. United Life; Non-Investment related; 1 South Minnesota St, P.O. Box 62, New Ulm, MN 56085; Fixed Business with multiple carriers; Agent; Start date: 6/1/2024; Hours/month: 2; Hours/month during securities trading hours: 2. 3. Investment and Insurance Services; Investment related; Address: 1 South Minnesota St, P.O. Box 62, New Ulm, MN 56085; Position/Title/Relationship: Vice President/Partner; Start date: 9/1/2024; Hours/month: 160; Hours/month during securities trading hours: 130; Duties: Fulfilling responsibilities to clients, no ownership or decisions on daily operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-15
• S63 Uniform Securities Agent State Law Examination
  2019-01-11

Other Names

• Travis Braulick
• Travis L Braulick