Travis E. Cook
Waddell & Reed
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2007
Areas of focus:
- Annuities
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Securities
Further information about Travis E. Cook:
MISSION STATEMENT:
To assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives.
COMMUNITY:
Travis is involved in the community of Columbia, as well as being a Financial Advisor. He is a member of the Columbia Metro Rotary Club, a 4th grade Columbia Youth Basketball Association Head Coach, and on the Vanderveen Crossing Homeowner's Association board of directors.
Compensation and Fee Structures:
We provide fee-based Financial Planning
Licenses, Certifications & Affiliations:
Series 7, 66 and Missouri Life and Health
Education:
Bachelors of Science, University of Missouri, Columbia
Will provide references upon request?
Yes
Further information about Waddell & Reed:
(Size of firm: Over 100 advisors)
At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life's dreams.
We are a firm with a Financial Planning first approach. This allows us to get to know our clients and thoroughly understand their needs and financial situation.
Contact Information for Travis E. Cook
Phone: (573) 875-4494
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Fax: (573) 499-1817
Address for Travis E. Cook:
200 East Southampton Drive
Suite 102
Columbia, MO, 65203
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