Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
16yrs
Bret Travis has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Tulsa, Oklahoma. Bret has been with Melia Wealth since 2025; before that, Bret spent four years at Avantax Advisory Services. Melia Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office5424 S. Memorial Drive Building E, Tulsa, OK 74145
FirmMelia Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$481,431
Advisors at the firm4
States licensed ?1 state
Services through Melia Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowMelia Wealth LLCCurrent firm
- 2011 – 2015Avantax Advisory ServicesPreviously
Contact Bret
Local office(918) 228-3392Ask for Bret. (918) 794-9290Main office 5424 S. Memorial Drive Building ETulsa, OK 74145Office · Get directions Facebook pageMelia Wealth
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Questions to ask Bret
Tailored to Bret’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bret
How do I contact Bret?
Call Bret’s local office at (918) 228-3392 or the Melia Wealth main office at (918) 794-9290, and ask for Bret Travis.
How long has Bret been a financial advisor?
Bret has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Bret hold?
Series 66. Tap any license on this page to see what it allows.
Is Bret a fiduciary?
Bret is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bret paid?
Melia Wealth reports being paid by a percentage of the assets they manage. Ask Bret for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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