Travis Buck has been an investment adviser representative at Lifeworks Advisors since May 2024, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Travis Buck is Senior Advisor of Lifeworks Advisors, based in Bozeman, Montana. He began his career at a Fortune 500 firm and then moved to a small holistic firm that joined Lifeworks in 2024. He develops finance and tax plans for millennials and business owners, and is also a partner at his tax firm.
Travis Buck’s longest registration was 6 years at Charles Schwab & Co., Inc. (2014–2021). Before joining Lifeworks Advisors in 2024, Travis Buck was registered through Vincere Wealth Management, LLC and Charles Schwab & Co., Inc.
- Lifeworks Advisors, LLCCurrent– present · 2 yearsBozeman, MT · Adviser representative · Firm CRD 288255
- Vincere Wealth Management, LLC– · 3 yearsBozeman, MT · Adviser representative · Firm CRD 293852
- Charles Schwab & Co., Inc.– · 6 yearsSanta Rosa, CA · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Travis Buck is registered as an investment adviser representative in Montana, since May 2024.
- MontanaSince 13 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 October 2014 |
| Series 7 | General Securities Representative Examination | 24 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Travis Wells Buck
- CRD
- 6388246
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Bozeman, MT
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Travis Buck work?
Travis Buck is an investment adviser representative registered through Lifeworks Advisors, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Travis Buck a financial advisor?
Yes. Travis Buck has a current investment-adviser registration in Montana, through Lifeworks Advisors since May 2024.
How many years of experience does Travis Buck have?
Travis Buck has 11 years in the financial industry, since November 2014, across 3 adviser firms.
What exams has Travis Buck passed?
Travis Buck has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Travis Buck with the SIE, which began in October 2018.
Where did Travis Buck work before Lifeworks Advisors?
Before Lifeworks Advisors, Travis Buck was registered through Charles Schwab & Co., Inc., October 2014 to February 2021.
Where is Travis Buck based?
Travis Buck’s registered office is in Bozeman, MT.
Is Travis Buck registered with FINRA?
No. Travis Buck has no current broker registration.
How can I verify Travis Buck’s record?
Search CRD 6388246 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Buck’s full registration record.
