Travis Gleason headshot

EDUCATION AND CERTIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™ professional
  • B.A., Business Administration, Bellevue University

AFFILIATIONS

  • Member, Financial Planning Association, Minnesota Chapter
  • Volunteer, Junior Achievement

Travis Gleason

Wealth Partner

651.735.5878 | Phone
651.735.5881 | Fax

mail

Travis helps his fast-paced clients to eliminate dangers and capture opportunities by sharing the role of Family CFO. He manages each client’s complex financial ecosystem, always keeping in mind the client’s TruNorth.

Travis began his career as an investment manager at TD Ameritrade. During his six years there, he realized how quickly money could be consumed if there is not a purpose underlying the reason for investing. 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.

He often shares the role of Family CFO with clients, providing creative solutions for wherever life and wealth intersect. As TruNorth’s clients seek deeper assistance with finances, Travis is able to seamlessly take on broader management of the family’s wealth because of their long-term relationship.

Living in Shoreview, Minnesota, with his wife, Anna, and their three children, Travis also serves as a leader in music ministry at his church. He can often be found exploring the outdoors with his family and friends.

I have a passion for helping our clients make decisions that align with their financial and life goals. They know I’m always looking out for their best interests as a fiduciary, and they trust we’ll make the right decisions together.