Travis Allen, CFA, CFP®, RICP®

Travis got his start in the Wealth Management industry in 2007. He spent the early part of his career managing investment portfolios for high-net-worth individuals and institutions before transitioning to a more holistic planning and investment focus. This background allows him to apply institutional-level investment principles to the more practical needs of the individuals and families we serve.

Travis graduated from Iowa State University with a Bachelor’s Degree in Finance. He also received his Master of Business Administration (MBA) from the University of Iowa. He holds the Chartered Financial Analyst (CFA®) designation, is a Retirement Income Certified Professional (RICP®), and Certified Financial Planner (CFP®). He is also a member of NAPFA, XY Planning Network, and FeeOnlyNetwork.com

He resides in Ankeny with his wife Shelby and two children, Max and Finley. In his free time, he enjoys running, watching football, and attending concerts.