Travis Knutson is an experienced financial advisor who has spent the past 19 years creating wealth strategies for his clients. In 1999, upon graduating from California State University Fullerton, he launched his career with H&R Block Financial Advisors. Knutson then worked for Washington Mutual (which later became JP Morgan Chase) primarily as a financial advisor for more than a decade. Knutson has been in private practice as a wealth manager since 2011, and is currently the President of TK Wealth Management, Inc. which offers access to securities and investment advisory services to individuals, business owners and corporations through his affiliation as a registered principal with LPL Financial.
His business licenses and credentials include registration as an Investment Advisor Representative and Broker with LPL Financial; Series 7, 63, 24, 52, and 66 (held with LPL Financial); Registered in 13 U.S. States and Territories; Bachelor of Business Administration, concentration: Finance. He is proud of a spotless record with FINRA, the Financial Industry Regulatory Authority https://brokercheck.finra.org/individual/summary/4087514 . Every year of affiliation with LPL, Mr. Knutson has been awarded the esteemed Directors Club Award for Outstanding Customer Service.
Travis resides in Southern California with his wife, Julia and three young children: Thomas, Tiffany, and Colton and is actively involved in the community.
