Bret E. Travis

MELIA WEALTH LLC

Tulsa, OK 74145

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CRD#: 5830899

Professional summary

Bret Eugene Travis is a registered financial advisor currently at MELIA WEALTH LLC located in Tulsa, Oklahoma.

Bret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bret has worked at 3 firms and has passed the Series 66, 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) BANHR LLC-accounting manager since 08/2014-residential rental business-not investment related-5 hrs/mo. 2) Twice the Returns, LLC - Tax Preparer since November 2023, Tulsa, OK, not investment related, 5 hrs/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bret Eugene Travis's CRS (Customer Relationship Summary).

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 24, 2016 - Present

MELIA WEALTH LLC

Office #1: 5424 S. Memorial Drive Building E, Tulsa, OK 74145

RIA

CRD#: 145402

Tulsa, OK

Past

January 28, 2011 - July 27, 2015

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

TULSA, OK

Past

October 19, 2010 - July 27, 2015

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Broken Arrow, OK

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".

MELIA WEALTH LLC

MELIA WEALTH ADVISORY GROUP LLC | MELIA WEALTH LLC

CRD#: 145402 / SEC#: 801-110485

RIA

Registered Investment Advisory firm - (4/28/2017 Approved)

Oklahoma

Registered Investment Advisory firm - (5/4/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/1/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oklahoma
(3/24/2016)

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 66

Date: 10/25/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2010

General Securities Representative Examination

Current Firm

MELIA WEALTH LLC

MELIA WEALTH ADVISORY GROUP LLC | MELIA WEALTH LLC

CRD#: 145402 / SEC#: 801-110485

RIA

Registered Investment Advisory firm - (4/28/2017 Approved)

Oklahoma

Registered Investment Advisory firm - (5/4/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/1/2017 Terminated)

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Contact information

Main Address

5424 S. Memorial Drive Building E, Tulsa, OK 74145

Mailing Address

Phone number

(918) 794-9290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (11/12/2025)

Regulatory assets under management

Total Number of Accounts	2,351
AUM (Assets Under Management)	$ 509,547,471

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.

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Bret E. Travis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bret Eugene Travis's CRS (Customer Relationship Summary).

Certified licenses

Experience

MELIA WEALTH LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

MELIA WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2010

SIE

Date: 7/27/2015

Series 7

Date: 10/18/2010

Current Firm

MELIA WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MELIA WEALTH LLC

TRUST BUT VERIFY

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