TB
Travis D. Bomgardner
TSCHETTER GROUP
Bellevue, WA 98004
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CRD#: 5002162
TB
Professional summary
Travis Dean Bomgardner is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington and PURSHE KAPLAN STERLING INVESTMENTS located in Bellevue, Washington.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Travis has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 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.
1. DDD Partners DBA "Tschetter Group", Tschetter Group is a SEC governed RIA and is an investment related RIA, Tschetter Groups address is 2155 112th Ave NE, Bellevue, WA 98004. Tschetter Group acts as an RIA for the benefit of our clients and additional business information can be found under Tschetter Group CRD# 301548/ SEC#: 801-115160. My position at Tschetter Group is Advisor & Chief Business Development Officer. Title: Advisor, CBDO. Start Date of relationship was 9/22/2022. Approximately devote 160 hours per month to this other business. 100% of my time is devoted to Tschetter Group business during trading hours. My duties include acting as a lead advisor to Tschetter Group wealth management clients, acting as the primary contact for RIA clients on investment related and financial planning matters. 2. 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).
CRS (Client Relationship Summary) - RIA
Click below to view Travis Dean Bomgardner'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®
NoneExperience
Current
September 22, 2022 - Present
TSCHETTER GROUP
Office #1: 2155 112th Ave Ne, Bellevue, WA 98004RIA
CRD#: 301548
Bellevue, WA
Current
September 9, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2155 112th Ave Ne, Bellevue, WA 98004BD
CRD#: 35747
Bellevue, WA
Past
May 24, 2006 - August 30, 2022
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
August 12, 2005 - May 16, 2006
WADDELL & REED
RIA
CRD#: 866
DENVER, CO
Past
August 4, 2005 - May 16, 2006
WADDELL & REED
BD
CRD#: 866
DENVER, CO
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".
TG
TSCHETTER GROUP
DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
RIA
Registered Investment Advisory firm - (5/1/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/19/2024)
RR
California(9/10/2024)
RR
Colorado(3/14/2025)
RR
Idaho(9/10/2024)
RR
Montana(12/5/2024)
RR
New Mexico(9/11/2024)
RR
Texas(9/10/2024)
IAR
Washington(9/22/2022)
RR
Washington(9/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TG
TSCHETTER GROUP
DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
RIA
Registered Investment Advisory firm - (5/1/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2155 112th Ave Ne, Bellevue, WA 98004
Mailing Address
Phone number
(425) 998-9960
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,330 |
| AUM (Assets Under Management) | $ 2,137,933,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 02/19/2025 |
Red Flags
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.
