Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
9yrs
Travis Sims
Full name on record: Travis Mitchell Sims
Financial advisor at Ameriprise Financial Services
Based in Richmond, Virginia, Travis Sims is a fiduciary financial advisor with 9 years of industry experience. Travis joined Ameriprise Financial Services in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office3951 Westerre Parkway Suite 100, Richmond, VA 23233
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Travis
Local office(804) 935-4886Ask for Travis. (612) 671-3131Main office · Minneapolis, MN 3951 Westerre Parkway Suite 100Richmond, VA 23233Office · Get directions LinkedIn pageAmeriprise Financial Services
Is 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 Travis’s local office at (804) 935-4886 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Travis Sims.
How long has Travis been a financial advisor?
Travis has been in the industry since 2017, about 9 years. 9 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?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
Other advisors nearby
Beale Healy Investment Advisors
47yrs
Top 1% by experience in Richmond
Merrill
47yrs
Top 1% by experience in Richmond
Davenport & Company
46yrs
Top 1% by experience in Richmond
Wells Fargo Advisors
46yrs
Top 1% by experience in Richmond
Beale Healy Investment Advisors
46yrs
Top 1% by experience in Virginia