Broker Check
Travis  Johanson

Travis Johanson

Complex Manager

As the Complex Manager overseeing the Arizona-Utah offices of Waddell & Reed, Travis Johanson works to develop a team of field leaders, financial advisors and office staff. Some of his day-to-day activities include:

  • Recruiting
  • Selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.
  • Coaching financial advisors as they seek to build efficient, unique and growing practices.
  • Removing roadblocks that impede field leader and financial advisor success.
  • Executing frontline supervision, identifying and addressing supervisory issues as needed.
  • Guiding financial advisors in developing succession strategies as they plan for their own retirement.
  • Encouraging financial advisors to maintain a balanced approach to business and personal goals.

Travis has been with Waddell & Reed since Summer of 2010 and has consistently shown a love and eagerness for growth and prosperity for advisors and clients both.