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Travis Wurz

Managing PartnerWurz Financial Services, LLCCRD 6558523

About Travis Wurz

Travis Wurz is listed as Managing Partner at Wurz Financial Services, LLC in Holland, OH. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Wurz Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Travis Wurz work?

Travis Wurz is listed as Managing Partner at Wurz Financial Services, LLC on SEC Form ADV.

How much of Wurz Financial Services, LLC does Travis Wurz own?

Form ADV reports a beneficial ownership band of 50-75%.

Wurz Financial Services, LLC

TitleManaging Partner
Ownership50-75%
Control personYes
Since2024