AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TW

Travis Dean Wiedower Mr.

WIEDOWER CAPITAL
AUSTIN, TX
·CRD# 6410447·11 years experience

Professional Summary

Travis Dean Wiedower MR. is a registered financial advisor currently at WIEDOWER CAPITAL located in Austin, Texas. Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Travis has worked at 1 firm and has passed the Series 65 exam.

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

WIEDOWER CAPITAL·CRD# 173610
RIA
Austin, TX
January 30, 2025 - Present
WIEDOWER CAPITAL·CRD# 173610
RIA
Austin, TX
January 23, 2015 - December 31, 2024

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

WC
WIEDOWER CAPITAL

WIEDOWER CAPITAL | WIEDOWER CAPITAL, LLC

CRD#: 173610
Ohio
Registered Investment Advisory firm - Ohio (1/15/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (1/30/2025 Approved)

Contact Information

Main Address

Austin, TX

Phone Number

+1 (513) 236-9817

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

13

AUM (Assets Under Management)

$3,000,000

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

IN SEPTEMBER 2010 I STARTED WORKING ON WHAT WAS TO BECOME FOODSERVICE ADVANTAGE LLC (ORGANIZED IN THE STATE OF OHIO IN DECEMBER 2010). FOODSERVICE ADVANTAGE HELPS RESTAURATEURS CONSOLIDATE THEIR PURCHASING TO GET BETTER PRICING FROM DISTRIBUTORS AND MANUFACTURERS. TO DATE, FOODSERVICE ADVANTAGE HAS SAVED 216 RESTAURANTS OVER $4,200,000 PER YEAR. TO FURTHER HELP THE CLIENTS OF FOODSERVICE ADVANTAGE, I CO-FOUNDED MIDWEST CONSOLIDATED SUPPLY LLC IN MARCH 2014. MIDWEST CONSOLIDATED SUPPLY IS A STORAGE WAREHOUSE FACILITY THAT SAVES RESTAURATEURS 10-30% ON THEIR LARGEST VOLUME PRODUCTS BY PURCHASING AND MOVING FULL TRUCKLOADS OF PRODUCT AT A TIME. MIDWEST CONSOLIDATED SUPPLY HAS THE SAME CLIENTS AS FOODSERVICE ADVANTAGE. IN SEPTEMBER 2014, FOODSERVICE ADVANTAGE HIRED AN INDUSTRY VETERAN TO RUN DAY-TO-DAY OPERATIONS. I CURRENTLY SPEND AROUND 20 HOURS PER WEEK ON BOTH OF THESE BUSINESSES COMBINED. EVEN WITH THESE TWO BUSINESSES, I SPEND MORE THAN 40 HOURS PER WEEK ON INVESTMENT MANAGEMENT. I ESTIMATE BETWEEN 10-15 OF THE 20 HOURS PER WEEK I SPEND ON MY OTHER TWO BUSINESSES ARE DURING SECURITIES TRADING HOURS. MY TITLE AT FOODSERVICE ADVANTAGE IS CO-FOUNDER AND CFO. MY DUTY IS TO TRACK OUR CLIENTS' FOOD COSTS AND FOOD INFLATION TO ENSURE NOTHING IS OUT OF SYNC. MY TITLE AT MIDWEST CONSOLIDATED SUPPLY IS CO-FOUNDER AND CEO. MY JOB IS TO ORGANIZE INBOUND SHIPMENTS AND OUTBOUND LOGISTICS. SINCE INCEPTION, I HAVE BEEN RESPONSIBLE FOR ALL ACCOUNTING AND FINANCIAL DUTIES FOR BOTH FOODSERVICE ADVANTAGE AND MIDWEST CONSOLIDATED SUPPLY. FOODSERVICE ADVANTAGE IS LOCATED AT 11175 READING RD SUITE 102 CINCINNATI, OH 45241. MIDWEST CONSOLIDATED SUPPLY IS LOCATED AT 12076 BEST PL SUITE A SHARONVILLE, OH 45241. NEITHER BUSINESS IS INVESTMENT-RELATED.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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
Texas
(1/30/2025)

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 Dec 2014About the Series 65 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
TW
Follow Travis
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required