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Travis S
Series 66
Oakbrook Terrace, IL
LPL Financial
Travis Sheets is a financial advisor with LPL Financial, holding a Series 66 license and 29 years of industry experience. He has worked at LPL Financial since 2008, with prior roles at Banc of America Investment Services and Morgan Stanley DW Inc. Sheets also operates Trek Wealth Management as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisors with research tools and institutional platforms.
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