Travis Mattson
Investment Adviser Representative at Vicus Capital, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Travis Mattson is an investment adviser representative with Vicus Capital, Inc. in Stroudsburg, PA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Park Avenue Securities LLCJul 2018 – Nov 2018Pittsburg, PA
- Park Avenue Securities LLCFeb 2019 – Feb 2022Wilkes Barre, PA
- Grove City CollegeAug 2014 – May 2018Grove City, PA
- Guardian Life Insurance CoFeb 2019 – Feb 2022Wilkes Barre, PA
- MassMutual Life Insurance CoApr 2022 – Jan 2025Wilkes Barre, PA
- MML Investors Services, LLCJul 2022 – Jan 2025Wilkes Barre, PA
- The City MissionMay 2017 – Aug 2017Cleveland, OH
- UnemployedMay 2018 – Jul 2018Wyoming, PA
- UnemployedNov 2018 – Feb 2019Wyoming, PA
- Self EmployedFeb 2022 – Mar 2022Wyoming, PA
- FRM Financial Group LLCFeb 2025 – no end date reportedStroudsburg, PA
- Vicus Capital, Inc.May 2025 – no end date reportedState College, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vicus Capital, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive back-office support for independent wealth managers including investment management, financial planning, advisor engagement, business development, IT and cybersecurity, compliance, operations, marketing, managed account investment platforms, practice management solutions, retirement plan services, and custom portfolio design.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 89
- Offices listed on AdvisorFinder:
- 23
- Main office:
- State College, PA
- SEC file number:
- 801-60628
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at Vicus Capital, Inc.
Showing 12 of 89 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Travis Mattson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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