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Our Council Bluffs Professionals

Travis Huck, CFA, AIF®

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
 

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