Personal

Travis served 4 years in the United States Navy, where he was stationed in Yokosuka, Japan as a Damage Controlman for the USS Vincennes. Once he received his Honorable Discharge, he became a full-time student, graduating from University of Whitewater Wisconsin with a BA in Finance, Real Estate Emphasis. While attending higher education, Travis spent one and a half years as a Financial Analyst Intern for Pentair Water, and one year as a Financial Representative with Northwestern Mutual, which he still is today.

Travis currently resides in Delavan, Wisconsin. In his spare time, he enjoys hunting, hiking, bicycling, and spending time with his family and friends. Travis enjoys hiking in the Kettle Moraine State Forest, camping with his family, and going fishing. He is an avid Green Bay Packer and Milwaukee Brewers fan. Travis's goal for the future is to continue growing his business through professional credentials and superb client relations.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Professional

Travis Ross came into Northwestern Mutual through the internship program while attending the University of Wisconsin Whitewater in 2009. Travis feels it is a great business, allowing him to impact many people’s lives through his practice. He is excited to go to work every day, helping his clients’ better their current positions through his passion and recommendations. He hold his licenses in life, health, as well as Series 6 and 63 Investments.

Travis is also a member of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multi line, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Education

University of WI-Whitewater, Finance (Bachelor of Business Administration)

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline