Travis R. Critten, CFP
Senior Financial Advisor
Travis focuses his practice on helping build, manage, preserve, and transition wealth. He combines thorough planning and strategies to help achieve client goals. His process of listening to clients, along with personal attentiveness, develops long-term trusted relationships.
He holds a Bachelor’s Degree in Business Administration with an emphasis in Finance and minors in Accounting and Computer Information Systems from Hannibal-LaGrange University. Travis is a CERTIFIED FINANCIAL PLANNER™ professional which requires him to meet rigorous educational, examination, experience and ethical requirements. He has also completed the Wells Fargo Advisors Financial Network requirements and completed the Portfolio Concepts Court to be certified as a Fundamental Choice Portfolio Manager. Additionally, Travis has passed and maintains the Series 7, 9, 10, 63, and 65 securities registrations and applicable insurance licenses CA Insurance License Number: 0I88055 Resident State: IL.
Travis has served on the Christian Center’s board of directors. Additionally, he is a founding board member of TRU International which is an organization that supports work to feed, clothe, educate, train and mentor street kids around the world. Travis and his wife, Michelle, have four children.