Travis E. Cook

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:

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
Please support us by letting this adviser know you found them through Boomerater

Fax: (573) 499-1817

Address for Travis E. Cook:
200 East Southampton Drive
Suite 102
Columbia, MO, 65203

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