Travis Wells Buck
Investment Adviser Representative at Lifeworks Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Travis Wells Buck is an investment adviser representative with Lifeworks Advisors, LLC in Bozeman, MT, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Vincere Wealth Management, LLC and Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Montana.
Registrations & licenses
- Investment adviser:
- Montana
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.
- Charles Schwab & Co., Inc.Sep 2014 – Feb 2021Santa Rosa, CA
- Charles Schwab & Co., Inc.Oct 2014 – Feb 2021Santa Rosa, CA
- Vincere Wealth Management, LLCFeb 2021 – Oct 2024Indianapolis, IN
- Lifeworks Advisors, LLCMay 2024 – no end date reportedBozeman, MT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifeworks Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- 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
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 42
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Grand Rapids, MI
- SEC file number:
- 801-119648
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 17, 2026
View full firm profileOther advisors at Lifeworks Advisors, LLC
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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 Wells Buck 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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