Commonwealth Financial Network
47yrs
Top advisor by experience in Washington
6yrs
Travis Wheeldon
Financial advisor at Merrill
Travis Wheeldon has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Spokane, Washington. Travis joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 526 advisors with offices in Spokane, and one of 501 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office601 W Riverside Ave, Spokane, WA 99201
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- 2022 – nowMerrillCurrent firm
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?
- 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 Merrill at 800-637-7455 and ask for Travis Wheeldon. Travis works from the Spokane, WA office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2021, about 6 years. 6 years in the industry.
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?
Merrill 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in Spokane
Karel Capital
44yrs
Top 1% by experience in Washington
Quantum Financial Planning Services
44yrs
Top advisor by experience at Quantum Financial Planning Services
UBS Financial Services
44yrs
Top 1% by experience in Spokane
LPL Financial
44yrs
Top 1% by experience in Spokane