Travis Greene

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2017 → 09/2025
  Wells Fargo Advisors, Llc
  Folsom, CA
• 06/2015 → 09/2017
  Riskalyze
  Auburn, CA
• 11/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 11/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-20 → 2025-09-29
  Wells Fargo Clearing Services, Llc
  Folsom, CA
  El Dorado Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-01-19

Other Names

• Travis Greene
• Travis Eric Greene