Advisor at Top Shelf Advisors
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.
Travis Obrycki is a financial advisor at Top Shelf Advisors in Eau Claire, WI, holding a Series 65 credential with three years of industry experience. His prior work includes roles at PESI, Group Health Cooperative of Eau Claire, and the National Business Institute. Outside of advising, he is employed full time as a Senior Data Engineer. Top Shelf Advisors provides limited discretionary management of separately managed accounts along with standalone investment advice, financial planning, and group educational services. The firm serves individuals, retirement and pension plans, trusts, and other entities, using a client-specific timeline to guide investment decisions that include passive and active strategies, options, short selling, margin, and futures with a conservative approach to derivatives.
Fixed project fees available for financial planning and other services on request.
$0 - $1,000,000: 1.0% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually
Hourly fees available for other professional services on request.
Monthly retainer fees may be offered for comprehensive financial planning and wealth management services on request.
Eau Claire, WI
Wisconsin
Arrowhead Engineered Products
2025 - Present (1 year)
Top Shelf Advisors
2022 - Present (4 years)
PESI
2019 - 2025 (6 years)
Group Health Cooperative of Eau Claire
2018 - 2019 (1 year)
National Business Institute
2012 - 2018 (6 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 66
Eau Claire, WI
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