Travis Grasser

RBF WEALTH ADVISORS

St. Louis, MO 63141

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CRD#: 7499321

Professional summary

Travis Grasser is a registered financial advisor currently at RBF WEALTH ADVISORS located in St. Louis, Missouri.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Travis has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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) Brokerage Unlimited Inc. 11433 Olde Cabin Rd, Third Floor, PO Box 419006, St Louis, MO 63141. Outside Insurance with Various Carriers. Insurance Agent. 2 hrs/mo; 0 during trading hrs. 2) Special Olympics of Missouri. 305 Special Olympics Dr, Jefferson City, MO 65101. Sports training and athletic competition for children and adults with intellectual disabilities. Member young professionals board. 2 hrs/mo; 0 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Grasser'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

June 21, 2022 - Present

RBF WEALTH ADVISORS

Office #1: 680 Craig Road Suite 201, St. Louis, MO 63141

RIA

CRD#: 104771

St. Louis, MO

Past

June 30, 2023 - May 1, 2024

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

St Louis, MO

Past

February 4, 2022 - July 3, 2023

TRIAD ADVISORS LLC

CRD#: 25803

ST LOUIS, MO

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".

RBF WEALTH ADVISORS

LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS

CRD#: 104771 / SEC#: 801-20351

RIA

Registered Investment Advisory firm - (3/1/1984 Approved)

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

Missouri
(6/21/2022)

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: 12/28/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/4/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/6/2021

Securities Industry Essentials Examination

Current Firm

RBF WEALTH ADVISORS

LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS

CRD#: 104771 / SEC#: 801-20351

RIA

Registered Investment Advisory firm - (3/1/1984 Approved)

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Contact information

Main Address

680 Craig Road Suite 201, St. Louis, MO 63141

Mailing Address

Phone number

(314) 997-1652

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (2/10/2025)

FORM ADV PART 2A APPENDIX (WRAP PROGRAM BROCHURE) (2/10/2025)

Regulatory assets under management

Total Number of Accounts	2,255
AUM (Assets Under Management)	$ 647,718,410

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 Grasser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RBF WEALTH ADVISORS

PRIVATE CLIENT SERVICES, LLC

TRIAD ADVISORS LLC

Primary Firm SEC Registration

RBF WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2021

Series 7TO

Date: 2/4/2022

SIE

Date: 12/6/2021

Current Firm

RBF WEALTH ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RBF WEALTH ADVISORS

TRUST BUT VERIFY

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