Travis J. Kvaale

MAKE WAY WEALTH MANAGEMENT

SIOUX FALLS, SD 57108

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CRD#: 7475947

Professional summary

Travis James Kvaale is a registered financial advisor currently at MAKE WAY WEALTH MANAGEMENT located in Sioux Falls, South Dakota.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Travis has worked at 2 firms and has passed the Series 65 exam.

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.

FRONTIER WELLNESS; NON-INVESTMENT; SIOUX FALLS, SD; YOGA STUDIO; YOGA INSTRUCTOR; START DATE - 03/2021; 10 HRS/MO, NON-TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis James Kvaale'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

December 31, 2023 - Present

MAKE WAY WEALTH MANAGEMENT

Office #1: 1601 E 69th Street Ste 201, Sioux Falls, SD 57108Office #2: 3336 W. Kiowa St., Colorado Springs, CO 80904

RIA

CRD#: 301995

SIOUX FALLS, SD

Past

January 11, 2024 - March 26, 2025

BALEFIRE, LLC

RIA

CRD#: 168733

Sioux Falls, SD

Past

September 21, 2023 - December 31, 2023

BALEFIRE, LLC

RIA

CRD#: 168733

Colorado Springs, CO

Past

January 5, 2022 - December 31, 2023

MAKE WAY WEALTH MANAGEMENT

RIA

CRD#: 301995

SIOUX FALLS, SD

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

Minnesota
(12/31/2023)

IAR

North Dakota
(4/15/2025)

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

State Security Law Exam

IAR

Series 65

Date: 11/22/2021

Uniform Investment Adviser Law Examination

Current Firm

MAKE WAY WEALTH MANAGEMENT

MAKE WAY LLC | MAKE WAY WEALTH MANAGEMENT

CRD#: 301995 / SEC#:

California

Registered Investment Advisory firm - (1/17/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (12/31/2023 Approved)

North Dakota

Registered Investment Advisory firm - (4/8/2025 Approved)

South Dakota

Registered Investment Advisory firm - (1/11/2024 Approved)

Texas

Registered Investment Advisory firm - (3/28/2025 Conditional Restricted)

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).

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Contact information

Main Address

1601 E 69th Street Ste 201, Sioux Falls, SD 57108

Mailing Address

Phone number

(605) 929-3875

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 60,500,000

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 J. Kvaale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MAKE WAY WEALTH MANAGEMENT

BALEFIRE, LLC

BALEFIRE, LLC

MAKE WAY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2021

Current Firm

MAKE WAY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAKE WAY WEALTH MANAGEMENT

TRUST BUT VERIFY

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