How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Travis

ADVISOR PROFILE

Services Offered
Financial planning
Trust & estate planning
Insurance
Philanthropic services
Executive services/Equity compensation
Loans/credit services
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth

MISSION 318; INV. RELATED; WILDWOOD,MO; TREASURER; START DATE 11/01/2022; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; MAKING SURE ACCOUNTS RECEIVABLE ARE ACCURATE, GIVING ADVICE ON HOW TO BALANCE THE BUDGET, AND ATTENDING MEETINGS TO DISCUSS TRIPS TO LOCATIONS THAT THEY DUE ON AN ANNUAL BASIS, STRATEGY IN RAISING FUNDS FOR THE CHARITY, AND MONITORING MONEY GOING OUT TO PAY BILLS. CATHCART CAPITAL LLC; INV. RELATED; DARDENNE PRAIRIE, MO; 20% OWNERSHIP; AQUIRE RENTAL PROPERTY; START DATE 9/1/2023; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: INVESTOR.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Travis Ryan Luebbehusen

Experience: 20 years / 3 firms

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