Wells Fargo Advisors
46yrs
Top advisor by experience in Woodstock
11yrs
Travis Dwight Ormsby
Financial advisor at Wells Fargo Advisors
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2424 Lake Shore Dr Suite A, Woodstock, IL 60098
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2015 – 2022Wells Fargo Clearing Services, 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 Wells Fargo Advisors at 314-875-3000 and ask for Travis Dwight Ormsby. Travis works from the Woodstock, IL office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Travis hold?
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Travis for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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