Travis Whitmore, Financial Advisor located in North Liberty, IA

Financial Advisor
Travis B Whitmore

CFP®, AAMS®
550 Pond View Dr Suite 3, North Liberty, IA 52317opens in a new window
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Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Breanna Howard
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(319) 626-2365

Fax

(855) 750-1021

Office Address

550 Pond View Dr Suite 3
North Liberty, IA 52317opens in a new window

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