Broker Check

Our Team

Travis J. Holt

715-255-8526

715-255-9315

travis.holt@lpl.com

Travis has been providing investment planning and financial services for his clients since 2002.

His commitment is to provide financial knowledge, strategies and implementation services to his clients. Once his client’s objectives are clear, his goal is to protect, preserve, grow and assist in planning the disposition of his client’s capital. For Travis, wealth management is about setting personal and business goals and objectives and helping his clients pursue those goals.

Travis holds a degree in Agricultural Education from UW-Madison and a Masters in Agribusiness from Kansas State University. He is also a graduate of the Graduate School of Banking. He holds FINRA Series 7, 63 and 65 Securities registrations with LPL Financial, and holds State of Wisconsin Health and Life Insurance licenses.

Donny Snyder

Donny.snyder@lpl.com

Donny has been helping his clients plan for retirement since 2015. Over that time he has developed custom income strategies that have helped his clients retire with financial independence. He has focused primarily on listening to his clients needs and goals and then builds custom plans to accomplish them.

Donny believes that educating his clients through the process of developing the plan is key to a long-lasting business relationship. Holds holds FINRA Series 6, 7, and 66 Securities registrations with LPL Financial, and holds the State of Wisconsin Health and Life Insurance license.