Travis J. Hudak

PREMIER INVESTMENT MANAGEMENT

Draper, UT

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CRD#: 3128251

Professional summary

Travis John Hudak is a registered financial advisor currently at PREMIER INVESTMENT MANAGEMENT, LLC located in Draper, Utah.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Travis has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Premier Life Insurance Services, LLC POSITION: MANAGING MEMBER. NATURE: Life Insurance sales. INVESTMENT RELATED: YES. NUMBER OF HOURS: 0. SECURITIES TRADING HOURS: 0. START DATE: 02/01/2022 ADDRESS: 1481 E Meadow Bluff Lane Draper, UT 84020 DESCRIPTION: Life and fixed insurance services Transitional Broker, LLC POSITION: PARTNER/MEMBER. NATURE: Broker-Dealer. INVESTMENT RELATED: YES. NUMBER OF HOURS: 0. INVESTMENT RELATED HOURS: 0. START DATE: 05/01/2020 ADDRESS: 11650 SOUTH STATE, SUITE 200, DRAPER, UT 84020 DESCRIPTION: Broker-Dealer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis John Hudak's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2022 - Present

PREMIER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 318217

Draper, UT

Past

May 1, 2020 - November 15, 2021

TRANSITIONAL BROKER LLC

CRD#: 304313

draper, UT

Past

December 20, 2018 - November 15, 2021

LONE PEAK ADVISERS

RIA

CRD#: 296772

DRAPER, UT

Past

January 30, 2017 - March 23, 2021

LONE PEAK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 284298

DRAPER, UT

Past

March 25, 2008 - June 27, 2018

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Draper, UT

Past

February 27, 2008 - December 19, 2018

LEGACY PLANNING GROUP

RIA

CRD#: 145130

DRAPER, UT

Past

October 16, 2007 - April 1, 2008

GUNNALLEN FINANCIAL, INC

CRD#: 17609

SALT LAKE CITY, UT

Past

November 24, 2003 - December 10, 2007

INVESTMENT MANAGEMENT CORPORATION

RIA

CRD#: 37196

SALT LAKE CITY, UT

Past

October 28, 2003 - December 10, 2007

INVESTMENT MANAGEMENT CORPORATION

CRD#: 37196

SALT LAKE CITY, UT

Past

October 27, 2003 - October 29, 2003

INVESTMENT MANAGEMENT CORPORATION

RIA

CRD#: 37196

SALT LAKE CITY, UT

Past

August 20, 2002 - November 11, 2003

EAGLE GATE SECURITIES, INC.

RIA

CRD#: 46959

SALT LAKE CITY, UT

Past

August 20, 2002 - November 11, 2003

EAGLE GATE SECURITIES, INC.

CRD#: 46959

SALT LAKE CITY, UT

Past

December 16, 1999 - August 14, 2002

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SALT LAKE CITY, UT

Past

September 30, 1999 - August 14, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 11, 1998 - September 22, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(3/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/29/2007

General Securities Principal Examination

Current Firm

PREMIER INVESTMENT MANAGEMENT, LLC

HUDAK TRAVIS JOHN | SDBA CONNECT | PREMIER INVESTMENT MANAGEMENT, LLC

CRD#: 318217 / SEC#:

Utah

Registered Investment Advisory firm - (3/14/2022 Approved)

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Contact information

Main Address

Draper, UT

Mailing Address

Phone number

(385) 259-3568

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 10,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Travis J. Hudak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis John Hudak's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSITIONAL BROKER LLC

LONE PEAK ADVISERS

LONE PEAK CAPITAL MANAGEMENT, LLC

GROVE POINT INVESTMENTS, LLC

LEGACY PLANNING GROUP

GUNNALLEN FINANCIAL, INC

INVESTMENT MANAGEMENT CORPORATION

INVESTMENT MANAGEMENT CORPORATION

INVESTMENT MANAGEMENT CORPORATION

EAGLE GATE SECURITIES, INC.

EAGLE GATE SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/1999

Series 63

Date: 10/20/1998

SIE

Date: 6/27/2018

Series 7

Date: 10/7/1998

Series 24

Date: 9/29/2007

Current Firm

PREMIER INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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