Triton Investments, LLC

Travis Vatnsdal is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities from 2018 to 2026. Triton Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory-based approach, focusing on long-term trading and passively managed index ETFs, with active rebalancing tailored to client needs.

Charles Coleman is a financial advisor at Triton Investments, LLC in Bismarck, ND, holding a Series 65 designation with eight years of industry experience. He previously worked at Regal Investment Advisors and has a background that includes roles outside the financial sector. Triton Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, with a focus on modern portfolio theory, long-term trading, and passive index ETF strategies. The firm manages approximately $17 million in client assets and customizes investment policies based on client objectives.

Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.