Travis Critten

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Quincy, IL
• 11/2016 → 10/2019
  Wells Fargo Clearing Services, Llc
  Peoria, IL
• 10/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Peoria, IL

Previous Registrations

• 2002-03-12 → 2019-10-31
  Wells Fargo Clearing Services, Llc
  Quincy, IL
  Quincy, IL
  Peoria, IL

Other Businesses

TC CAPITAL, INC, INV RELATED, PEORIA, IL, 100% OWNERSHIP, START 10/1/2019, 2 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. KHM CORNERSTONE GROUP, LLC, INV RELATED, PEORIA, IL, 1% OWNERSHIP, START 1/10/20, 2 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. CORNERSTONE STRATEGIC WEALTH MANAGEMENT LLC, INV RELATED, PEORIA, IL, 1% OWNERSHIP, START 8/10/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. COVENANT COMMUNITY CHURCH; NOT INV. RELATED; CHILLICOTHE, IL; TREASURER; START DATE 11/1/2023; 4 HOURS PER MONTH; 1 HOUR DURING TRADING; DUTIES: RECEIVING CONTRIBUTIONS AND PAYING EXPENSES. TRUSTEE FOR CORNERSTONE STRATEGIC WEALTH MANAGEMENT LLC 401K; INV RELATED;PEORIA,IL; OPERATE THE RETIREMENT PLAN; TRUSTEE/CO-TRUSTEE; START DATE: 03/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-03-27
• S65 Uniform Investment Adviser Law Examination
  2002-02-26

Designations

• Certified Financial Planner

Other Names

• Travis Ryan Critten