wiseradvisor

Travis Mudd
Merrill Lynch

Tel: (314) 997-2931
1630 S. Lindbergh Blvd
Saint Louis, MO 63131

About Merrill Lynch


General Information

Name of Broker/Dealer:   Merrill Lynch
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Insurance, Mortgages & Real Estate, Bonds, Commodities, Stocks, Annuities, Alternative Investments, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At your home, Video Conference, Via email, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Life


Firm Information

Assets Managed by Advisor:   $420,000,000


Compliance

Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? No. However, our client portfolios are completely liquid with no surrender schedule or large up-front fees. Any client can choose to terminate the advisor-client relationship at any time without negative financial repercussions.
  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER" by the CFP Board along with almost 10 years in the financial services business and received my Bachelor of Finance degree from the University of Missouri-Saint Louis.
  • What is your approach to financial planning? Our team utilizes Monte Carlo analysis to stress test client goals and portfolios. The detail-focused approach optimizse cash flow and asset allocation.
  • What services do you offer? We offer a comprehensive approach to your financial life, primarily fee-based financial services, and a focus on estate planning needs.
  • How many clients do you currently manage? Our team managed $420,000,000 in assets and less than 320 Households which allow us to provide customized client-centric planning services.
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Travis Mudd

Travis Mudd

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

I am married with 3 children under the age of 12. We enjoy Crossfit as a family and going to local parks together.

My Services

Financial Advice & Consulting

Our team provides ongoing comprehensive financial advice and consultation for our clients. Our firm provides important oversight and fiduciary services for our clients as well as world-class investment and banking services.


Financial Planning for Individuals

Our team utilizes sophisticated Monte Carlo analysis to stress test our client goals and portfolios to help us guide clients to investments that meet their needs and optimize cash flow.