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Travis Trettin

Yosemite Wealth

Oakhurst, CA

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Current Employers
Yosemite Wealth

40047 Highway 41 Unit B, Oakhurst, CA 93644 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-06
  • CA RA
    APPROVED
    Since 2022-09-06

Branch Locations

40047 Highway 41 Unit B, Oakhurst, CA 93644 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Fresno CA 01/2017 09/2018
Principal Securities Inc Fresno CA 01/2017 09/2018
Unemployed Oakhurst CA 11/2016 01/2017
Spring Mobile Oakhurst CA 08/2015 11/2016
Ameriprise Financial Services, Inc. Oakhurst CA 09/2018 08/2022
Yosemite Wealth Oakhurst CA 08/2022 Present
  • 01/2017 → 09/2018
    Principal Life Insurance Company
    Fresno, CA
  • 01/2017 → 09/2018
    Fresno, CA
  • 11/2016 → 01/2017
    Unemployed
    Oakhurst, CA
  • 08/2015 → 11/2016
    Spring Mobile
    Oakhurst, CA
  • 09/2018 → 08/2022
    Ameriprise Financial Services, Inc.
    Oakhurst, CA
  • 08/2022 → Present
    Oakhurst, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-23
  • S66 Uniform Combined State Law Examination
    2017-06-23
Other Names
  • Travis Trettin
  • Travis Garey Trettin

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