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Travis Christopher Mceuen

Ep Wealth Advisors

Walnut Creek, CA

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-15
  • CA RA
    APPROVED
    Since 2024-11-15

Branch Locations

1333 N California Blvd Suite 100, Walnut Creek, CA 94596 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Herrmann & Cooke Danville CA 05/2016 11/2017
Financial Engines Advisors L.L.C. Santa Clara CA 09/2022 10/2024
Ep Wealth Advisors, Llc Walnut Creek CA 10/2024 Present
Herrmann & Cooke Danville CA 11/2017 09/2022
  • 05/2016 → 11/2017
    Herrmann & Cooke
    Danville, CA
  • 09/2022 → 10/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2024 → Present
    Ep Wealth Advisors, Llc
    Walnut Creek, CA
  • 11/2017 → 09/2022
    Herrmann & Cooke
    Danville, CA
Previous Registrations
  • 2022-09-26 → 2024-11-15
    Edelman Financial Engines
    Danville, CA
  • 2017-02-16 → 2022-10-14
    Herrmann & Cooke Wealth Management
    Danville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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