Travis Michael Stoecker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2017 → 06/2017
  Raymond James Financial Services, Inc.
  Omaha, NE
• 10/2009 → 01/2017
  Wells Fargo Bank
  Omaha, NE
• 01/2017 → Present
  First National Bank
  Kearney, NE
• 06/2017 → Present
  Raymond James Financial Services, Inc.
  Kearney, NE
• 07/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Kearney, NE

Other Businesses

(1)Name of Business: First Investments and Planning Address: 2223 2nd Ave, Kearney, NE, 68848, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor in a Bank Branch

Exams

• S66 Uniform Combined State Law Examination
  2017-06-14