Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
13yrs
Travis Rhoad
Financial advisor at Wealth Enhancement Advisory Services
Travis Rhoad has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Houston, Texas. Travis has been with Wealth Enhancement Advisory Services since 2026; before that, Travis spent 12 years at Trippon Wealth Management Group. Travis holds the CFA designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office8588 Katy Freeway Suite 320, Houston, TX 77024
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2014 – 2026Trippon Wealth Management Group LLCPreviously
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
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About Travis
How do I contact Travis?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Travis Rhoad. Travis works from the Houston, TX office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Travis hold?
Series 65. 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?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, 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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