Travis Federick, Financial Advisor serving the Plano, TX area - Ameriprise Advisors

Travis Federick

CRPC®, CDFA®

Financial Advisor
Managing Director
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what I do

I get to know my clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. I am committed to providing advice in your best interest, and I’m proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"

Ready to learn more about how I can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Why offer a financial wellness program?

Why offer a financial wellness program to your employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

• Financial education

• Tools and resources including access to

our exclusive financial wellness website

• Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

1 2020 PWC Employee Financial Wellness survey

My videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)