# Nathan Travis

> Nathan Travis is a fee-only financial advisor at Nicollet Investment Management in Minneapolis, Minnesota. Nathan charges a percentage of assets and focuses on estate & legacy planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/nathan-travis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nicollet Investment Management
- **Based in:** Minneapolis, Minnesota
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $557.4M across 860 accounts
- **Specialties:** Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Multi-generational families, Executives, Founders, Ultra high net worth
- **CRD:** 6249368 (https://adviserinfo.sec.gov/individual/summary/6249368)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://nicolletinvest.com

## Frequently asked questions

### Is Nathan Travis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Nicollet Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nathan charge for financial advice?

Nathan charges a percentage of assets.

### Where is Nathan Travis based?

Nathan Travis is based in Minneapolis, Minnesota.

### What does Nathan specialize in?

Nathan's specialties include estate & legacy planning and founders (pre-exit). Nathan works with retirees, multi-generational families, executives, founders and ultra high net worth.

### Is Nathan Travis registered with the SEC?

Yes. Nathan Travis is registered as an investment adviser representative in MN and TX (CRD 6249368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nicollet Investment Management manage?

Nicollet Investment Management reports $557.4M across 860 accounts in assets under management.

### How do I contact Nathan Travis?

Through Nathan's website, nicolletinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6249368): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nicolletinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.