Sandy Travis, CFP®, ChFC®, AIF®, AAMS®, CPFA®
Senior Wealth Advisor
Licenses and Professional Certifications
- Series 7 - held through LPL Financial
- Series 63 - held through LPL Financial
- Series 65 - held through LPL Financial
- Life, accident & health insurance
- Accredited Asset Management Specialist™
- Accredited Investment Fiduciary
- Certified Plan Fiduciary Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
Previous Experience
- National Life Group / Equity Services, Inc. 2009 - 2017.
- Raymond James Financial Services. 2017 - 2019.
- Cetera Advisor Networks. 2019 - 2022.
Kent Sanderson Travis, or Sandy as he is known to everyone, has been in the financial services industry since graduating from the University of Iowa in 2009 with a degree in Journalism & Mass Communications. He originally intended to be a reporter covering the financial markets but quickly determined that he could do more good striving to help people build and sustain wealth as an advisor.
He is a strong believer that a goals-driven, financial planning-focused strategy, funded with diversified portfolios of equities with guidance from a caring and compassionate advisor is the best form of wealth accumulation and management. He also likes to remind everyone that on the day he was born, in July of 1986, the S&P 500 closed at 236.12.
A passionate Sustaining Member of the DuPage County Bar Association, Sandy loves working with attorneys, their firms and employees, and their clients.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.