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Travis Schaat

Member at Perspective Wealth Partners in Boise, ID

Investment adviser registrationUpdated

Travis Schaat holds the title Member at Perspective Wealth Partners, LLC, an investment adviser managing $844M, and works from its Boise, ID office. Travis Schaat has been registered as an investment adviser representative through Perspective Wealth Partners since 31 July 2018, has 8 years in the industry across 1 firm and has passed the Series 65.

8
Years in industry
8
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Travis Schaat has held the title Member at Perspective Wealth Partners since January 2021, is a control person of the firm and directly owns between 25% and 50% of it.

Perspective Wealth Partners, LLC is a Boise, ID firm with $844M under management, 291 clients and 8 advisers in one office, as of its February 2026 filing.

  1. Perspective Wealth Partners, LLCCurrent
    – present · 8 years
    Boise, ID · Adviser representative · Firm CRD 140330

Credentials and registrations

Investment adviser representative registrations

Travis Schaat is registered as an investment adviser representative in 2 states. The first approvals date from July 2018; the most recent is Nebraska, in November 2025.

  • IdahoSince 31 July 2018
  • NebraskaSince 5 November 2025

Examinations

Series 6511 June 2018
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Travis Virgil Schaat
CRD
5634032
Firm
Perspective Wealth Partners · CRD 140330
Role
Member
Office
121 N 9TH STREET, SUITE 400, Boise, ID 83702
Registration
Investment adviser registration
In the industry since
July 2018
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Travis Schaat work?

Travis Schaat has held the title Member at Perspective Wealth Partners, LLC since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 February 2026

Is Travis Schaat a financial advisor?

Yes. Travis Schaat has a current investment-adviser registration in Idaho and Nebraska, through Perspective Wealth Partners since July 2018.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Travis Schaat have?

Travis Schaat has 8 years in the financial industry, since July 2018, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Travis Schaat passed?

Travis Schaat passed the Series 65 in June 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Travis Schaat based?

Travis Schaat’s registered office is in Boise, ID.

Source: IAPD individual record, checked 22 October 2026

Is Travis Schaat registered with FINRA?

No. Travis Schaat has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Travis Schaat’s record?

Search CRD 5634032 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Schaat’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Perspective Wealth Partners

Sources

  1. IAPD individual record, CRD 5634032, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Perspective Wealth Partners, LLC, filed 20 February 2026. Title, control and ownership bands.
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