SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - TRAVIS WILTGEN
Menifee, Murrieta
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Travis Wiltgen is a seasoned financial professional with over a decade of experience in the financial services industry. He is a Behavioral Financial Advisor™ (BFA) who holds FINRA Series 7 and 66 registrations with LPL Financial and has the California Life and Health licenses. He also holds a bachelor’s degree in business administration and public relations from Coe College.
Travis specializes in helping retirees and aspiring retirees build, preserve and manage their lifetime savings. He addresses key retirement questions: whether they have enough to retire, if their investments are appropriately allocated and how to preserve their savings. His goal is to reduce financial stress and enhance their quality of life.
A common misconception Travis encounters is that investing is overly complex and requires a large amount of money to start. He simplifies these topics to provide clarity and confidence. Travis is driven by the philosophy of "people helping people," believing that a brighter financial future is accessible to all Members.
In his free time, Travis enjoys sports, morning runs and spending time with his wife and two energetic daughters.
CA Insurance License 4043781
Travis Wiltgen is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.