Adviser and broker representative · Osaic Wealth, Inc.
Travis K. Wasson
CRD 4624974 · Huntington Beach, CA
At a glance
Travis K. Wasson is an investment adviser representative with Osaic Wealth, Inc. in Huntington Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Travis’s SEC record dates to 2007, about 19 years ago. Travis is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Osaic Wealth, Inc.Since November 2018Huntington Beach, CA · $235B in regulatory assets
- Capital Resources And Insurance, Inc.Since June 2019Huntington Beach, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 10 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Travis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Michael A. DaranyHuntington Beach · Certified Financial Planner
- Benedicto C. Santiago Jr.Huntington Beach
- John M. WisenbakerHuntington Beach
- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
- Steven V. AbbruzzeseLivingston · Chartered Financial Consultant
- Antar A. AbderrahmanSan Diego
- Evan C. AbelSaint Charles
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