LPL Financial
39yrs
Top advisor by experience in Rockford
12yrs
Travis Wolf
Financial advisor at Strategic Advisers
Travis Wolf is a fiduciary financial advisor in Rockford, Michigan, with 12 years in the industry. After four years at Fidelity Personal and Workplace Advisors and a year at Merrill, Travis joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 41 advisors with offices in Rockford, and one of 38 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 68% of advisors at Strategic Advisers
OfficeRockford, MI
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2020 – Jun 2021MerrillPreviously
Contact Travis
Rockford, MIOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Travis
How do I contact Travis?
Call Strategic Advisers at (617) 563-7000 and ask for Travis Wolf. Travis works from the Rockford, MI office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2014, about 12 years. More experience than 68% of advisors at Strategic Advisers.
What licenses does Travis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Travis 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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