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TT

Travis Trettin

YOSEMITE WEALTH
OAKHURST, CA 93644
Some features on this profile are disabled
CRD#: 6748729
TT

Professional summary

Travis Trettin, who also goes by Travis Garey Trettin, is a registered financial advisor currently at YOSEMITE WEALTH located in Oakhurst, California.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Travis has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Travis Garey Trettin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Trettin'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®
None

Experience

Current

September 6, 2022 - Present

YOSEMITE WEALTH

Office #1: 40047 Highway 41 Unit B, Oakhurst, CA 93644
RIA
CRD#: 322900
OAKHURST, CA
Past

September 18, 2018 - August 10, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
OAKHURST, CA
Past

September 17, 2018 - August 10, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
OAKHURST, CA
Past

June 30, 2017 - October 2, 2018

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Fresno, CA
Past

April 10, 2017 - October 2, 2018

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Fresno, CA

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
California
(9/6/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/10/2017
General Securities Representative Examination

Current Firm

YW
YOSEMITE WEALTH
YOSEMITE WEALTH | YOSEMITE WEALTH LLC

CRD#: 322900 / SEC#:

California
Registered Investment Advisory firm - (9/6/2022 Approved)
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Contact information

Main Address
40047 Highway 41 Unit B, Oakhurst, CA 93644
Mailing Address
Phone number
(559) 312-0187
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts137
AUM (Assets Under Management)$ 16,327,259

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.

Company Information

YOSEMITE WEALTH

CRD#: 322900Oakhurst, CA 93644

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