Our Council Bluffs Professionals
Travis Huck, CFA, AIF®
CERTIFIED FINANCIAL ANALYST®
ACCREDITED INVESTMENT FIDUCIARY®
Phone: 712-322-2444
Fax: 712-322-6202
Education:
- 2010 – Creighton University, BSBA Financial Analysis
- 2011 - Creighton University, Master's Security Analysis and Portfolio Management
Professional Credentials:
- Accredited Investment Fiduciary (AIF®)
Chartered Financial Analyst (CFA®) charterholder - CFA Institute - Series 7 General Securities Representative *
- Series 66 Uniform State Law registrations *
- Life & Health Insurance license
Biography:
Travis is a financial advisor with Investment Center Advisors. He has earned the right to use the Chartered Financial Analyst (CFA®) designation from the CFA Institute as well as the Accredited Investment Fiduciary (AIF®) designation from FI360. He graduated from Creighton University in Omaha, NE with a degree in Financial Analysis and also holds a Masters degree in Security Analysis and Portfolio Management. Prior to his career at Investment Center Advisors, Travis was a U.S. Industrials Equity Analyst for a Fortune 500 company.
*Registrations held through LPL Financial