Travis Winder Financial Advisor

Travis Winder Financial Advisor Helping Individuals, Families, and Business Owners Protect, Build, and Maintain Wealth. OSJ: 1166 QUAIL CT. SUITE 100, PEWAUKEE, WI 53072, ph # 262-746-9270.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Gua

rdian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
06/24/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
06/22/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Here are 5 facts about Social Security you absolutely need to know.
06/19/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident...
06/17/2026

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future

By carving out a little time now, you can enter the new year more confident about your financial path forward

Even low inflation rates can pose a threat to investmentreturns.
06/15/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/12/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From ...
06/10/2026

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch Joleen’s personal journey to finding solace in times of crisis.

Watch Joleen's journey to find comfort in times of crisis

The average retirement lasts for 18 years. Are you prepared to fill that many days?
06/08/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Three important questions to consider before you start taking.
06/05/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

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3415 Commerce Court Ste 1
Appleton, WI
54911

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