Travis Gleason’s combination of focus, energy, and enthusiasm for serving his clients is palpable.
He began his career as an investment manager at TD Ameritrade. During his six years there, he realized that money means more than buying and selling options. He wanted to put his skills and knowledge to work to help clients achieve their financial goals—whether saving for college, planning for retirement, giving to charities, or providing for an aging parent.
Today as a Wealth Partner in our St. Paul office, Travis thrives on helping clients manage and grow their money. He’s a natural teacher who enjoys sharing his knowledge with his clients. He guides them along their unique financial roadmaps and helps them discover hidden potential.
Living in Shoreview, Minnesota, with his wife, Anna, and their three children, Travis also serves as a leader in music ministry at his church. When he’s not at work, home, or church, he can be found teaching the art of riding dirt bikes and motorcycles.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- B.A., Business Administration, Bellevue University
- Member, Financial Planning Association
- Volunteer, Junior Achievement