Travis Trettin

YOSEMITE WEALTH

OAKHURST, CA 93644

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CRD#: 6748729

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.

Board of Directors; Oakhurst Sierra Rotary Club; Director; Oakhurst, CA 93644; Not Investment Related; June 2021; 10-19 hours per month; 0 during trading hours. Other Business Activities; Yosemite High School Football Coach; Assisting varsity football team prepare for upcoming events.; Assistant Defensive Coach; Oakhurst, CA 93644; Not Investment Related; April 2021; 20-39 hours per month; 0 during trading hours.

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

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.

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)

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: 6/23/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2017

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 12,779,354

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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Travis Trettin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

YOSEMITE WEALTH

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/10/2017

Current Firm

YOSEMITE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOSEMITE WEALTH

TRUST BUT VERIFY

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