Travis Wall has been an investment adviser representative at Fidelis Wealth Advisors since December 2023, and is not listed among the firm’s executive officers or direct owners. Travis Wall holds a Bachelor of Science in Accounting from the University of Utah and an MBA from Westminster College of Salt Lake City.
Fidelis Wealth Advisors, LLC is a Castle Rock, CO firm with $210M under management, 210 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Travis Wall works at Fidelis Wealth Advisors, based in Castle Rock, CO. He joined after a 20-year career with the Federal Bureau of Investigation, where he investigated complex investment schemes and financial frauds, including serving on the FBI's Virtual Currency Response Team. He has also worked as an auditor, owned a tax practice, and served as a Chief Financial Officer in construction, restaurant franchises and the medical sector.
- Fidelis Wealth AdvisorsCurrent– present · 2 yearsChandler, TX · Adviser representative · Firm CRD 292551
Professional designations
Listed by Fidelis Wealth Advisors
- CPA
Investment adviser representative registrations
Travis Wall is registered as an investment adviser representative in 2 states. The first approvals date from December 2023; the most recent is Texas, in March 2024.
- ColoradoSince 1 December 2023
- TexasSince 17 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Travis L Wall
- CRD
- 7838433
- Firm
- Fidelis Wealth Advisors · CRD 292551
- Office
- Chandler, TX
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fidelis-wealth.com
Where does Travis Wall work?
Travis Wall is an investment adviser representative registered through Fidelis Wealth Advisors, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Travis Wall a financial advisor?
Yes. Travis Wall has a current investment-adviser registration in Colorado and Texas, through Fidelis Wealth Advisors since December 2023.
How many years of experience does Travis Wall have?
Travis Wall has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Travis Wall passed?
Travis Wall passed the Series 65 in November 2023.
Where is Travis Wall based?
Travis Wall’s registered office is in Chandler, TX.
Is Travis Wall registered with FINRA?
No. Travis Wall has no current broker registration.
How can I verify Travis Wall’s record?
Search CRD 7838433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Wall’s full registration record.
