Travis Jantz has been an investment adviser representative at RetireWise Tax and Wealth Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners.
Retirewise Tax and Wealth Advisors, Inc. is a Topeka, KS firm with $243M under management, 294 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Travis Jantz is a Planning Advisor at RetireWise Tax and Wealth Advisors, Inc. He brings thirty years of experience analyzing market economics to his work at the firm. He works alongside the team to build financial plans tailored to each client's needs.
- – present · 1 yearTopeka, KS · Adviser representative · Firm CRD 284394
Investment adviser representative registrations
Travis Jantz is registered as an investment adviser representative in Kansas, since March 2025.
- KansasSince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Travis Heath Jantz
- CRD
- 8050104
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Travis Jantz work?
Travis Jantz is an investment adviser representative registered through Retirewise Tax and Wealth Advisors, Inc. since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Travis Jantz a financial advisor?
Yes. Travis Jantz has a current investment-adviser registration in Kansas, through RetireWise Tax and Wealth Advisors since March 2025.
How many years of experience does Travis Jantz have?
Travis Jantz has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Travis Jantz passed?
Travis Jantz passed the Series 65 in February 2025.
Where is Travis Jantz based?
Travis Jantz’s registered office is in Topeka, KS.
Is Travis Jantz registered with FINRA?
No. Travis Jantz has no current broker registration.
How can I verify Travis Jantz’s record?
Search CRD 8050104 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Jantz’s full registration record.
