Advisor at Premier Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Premier Investment Management, LLC
Location
Humacao, PR
Credentials
Series 63, Series 65
Industry experience
27 years
Travis Hudak is a financial advisor with Premier Investment Management, LLC in Draper, Utah, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior experience includes roles at Lone Peak Advisors, Lone Peak Capital Management, H. Beck, Inc., and Legacy Planning Group. Outside of advisory services, he is the managing member of Premier Life Insurance Services, LLC, which provides life and fixed insurance products. Premier Investment Management serves individuals, trusts, estates, small businesses, and 401(k) participants with financial planning and discretionary investment management. The firm focuses on growth-oriented, tactical asset management strategies and offers a no-cost market-update newsletter to approximately 50 clients.
Based on Premier Investment Management, LLC
Commission-based insurance product sales through affiliated insurance agency
Minimum fee: $50 annual account fee (non-negotiable; family/employee discounts possible) Fee-only: Investment management fee: 2% of assets under management (AUM) plus $50 annual account fee
Humacao, PR
Utah
Transitional Advisor
2019 - Present (7 years)
Lone Peak Advisors
2018 - Present (8 years)
Lone Peak Capital Management, LLC
2017 - 2019 (2 years)
H. Beck, Inc.
2008 - 2018 (10 years)
Legacy Planning Group, Llc
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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