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Travis Dean Bomgardner

SCS
BELLEVUE, WA
·CRD# 5002162·21 years registered

Professional Summary

Travis Dean Bomgardner is a registered financial advisor currently at SCS located in Bellevue, Washington. Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Travis has worked at 5 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

21 years registered in the securities industry

Current & Past Employments

Current

SCSCurrent·CRD# 310849
RIA
10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004
November 2, 2026 - Present

Past

TSCHETTER GROUPPast·CRD# 301548
RIA
Bellevue, WA
September 22, 2022 - September 24, 2026
PURSHE KAPLAN STERLING INVESTMENTSPast·CRD# 35747
BD
Bellevue, WA
September 9, 2024 - February 23, 2026
TRANSAMERICA CAPITAL, LLCPast·CRD# 8217
BD
Denver, CO
May 24, 2006 - August 30, 2022
WADDELL & REEDPast·CRD# 866
RIA
Denver, CO
August 12, 2005 - May 16, 2006
WADDELL & REEDPast·CRD# 866
BD
Denver, CO
August 4, 2005 - May 16, 2006

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Current Firm

SC
SCS

BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764
RIA
Registered Investment Advisory firm - SEC (11/9/2020 Approved)

Contact Information

Main Address

10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004

Phone Number

(425) 452-1222

# of Employees

46

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCS WRAP BROCHURE (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,107

AUM (Assets Under Management)

$1,941,526,044

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Independent Insurance Agency. Agent. 7/2024. 10 hr/month all during trading hrs. Provide insurance advice based on the needs of client(s).

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SCS

BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764
RIA
Registered Investment Advisory firm - SEC (11/9/2020 Approved)

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.
IAR
Washington
(11/2/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2022About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Aug 2005About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Travis Dean Bomgardner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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