Travis D. Maxon

RELIANCE ASSET MANAGEMENT

DAVISON, MI 48423

Some features on this profile are disabled

CRD#: 7521128

Professional summary

Travis Donald Maxon is a registered financial advisor currently at RELIANCE ASSET MANAGEMENT LLC located in Davison, Michigan.

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.

At a Glance

Always Fiduciary

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.

Senior Care of Michigan; Investment Related; Davison, MI;Insurance Sales; Start date 2018; 50% of time Gradient Advisors; Investment Related; Investment Advisor Representative; Start Date 03/2022; Less than 5% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Donald Maxon'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

April 27, 2026 - Present

RELIANCE ASSET MANAGEMENT LLC

Office #1: 7384 Davison Rd, Davison, MI 48423

RIA

CRD#: 340818

DAVISON, MI

Past

March 23, 2022 - August 3, 2026

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Davison, MI

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

Michigan
(4/27/2026)

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: 2/1/2022

Uniform Investment Adviser Law Examination

Current Firm

RELIANCE ASSET MANAGEMENT LLC

CRD#: 340818 / SEC#:

Michigan

Registered Investment Advisory firm - (3/26/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7384 Davison Rd, Davison, MI 48423

Mailing Address

Phone number

(810) 658-6722

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Mark Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO

Donald Henry

WELLS FARGO CLEARING SERVICES, LLC

IAR

DANBURY, CT

Lester Kefauver

FLAGSHIP HARBOR ADVISORS, LLC

IAR

Maryville, TN

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Travis D. Maxon

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RELIANCE ASSET MANAGEMENT LLC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2022

Current Firm

RELIANCE ASSET MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

RELIANCE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors