Travis Huck, CFA®, AIF®

Travis Huck

Travis Huck, CFA®, AIF®

Chartered Financial Analyst
Accredited Investment Fiduciary
Phone: 712-322-2444
Fax: 712-322-6202
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Mission:

"To help create and protect wealth."

Education:

  • 2010 - Creighton University BSBA Financial Analysis
  • 2011 - Creighton University Master's, Security Analysis and Portfolio Management

Professional Credentials:

  • Accredited Investment Fiduciary (AIF®)
  • Chartered Financial Analyst (CFA®) charterholder - CFA Institute
  • Series 7 General Securities Representative *
  • Series 66 Uniform State Law registrations *
  • Life & Health Insurance license

* Registrations are held through LPL Financial

Travis is an LPL financial advisor at Investment Center Advisor Group. He has earned the right to use the Chartered Financial Analyst (CFA®) designation from the CFA Institute as well as the Accredited Investment Fiduciary (AIF®) designation from FI360. He graduated from Creighton University in Omaha, NE with a degree in Financial Analysis and also holds a Masters degree in Security Analysis and Portfolio Management. Prior to his career at Investment Center Advisor Group, Travis was a U.S. Industrials Equity Analyst for a Fortune 500 company which managed institutional and sovereign assets of over $67B.

The Team Advantage:

Independently Impressive and Together Extraordinary. Travis is part of the Wealth Management Team, located at iRetire Financial™ by Huck Financial, LLC in Council Bluffs, IA. With over numerous years of combined experience we are here to help you with your important financial decisions – we will be here tomorrow to help you monitor and keep you on track for your financial future.

Ready to Get Started?

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