Nathan Travis
Nicollet Investment Management · Minneapolis, Minnesota
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).
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Executives
- Founders
- Ultra high net worth
Facts
| Firm | Nicollet Investment Management |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model | Percentage of assets |
| Assets under management | $557.4M across 860 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 6249368 |
| Exams passed | Series 66 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | nicolletinvest.com |
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Questions about Nathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Nicollet Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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