This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

K2 FINANCIAL INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

2

Exams

S66

First exam

Jul 27, 2017

First registration

Jul 28, 2017

Dual registered

yes, broker-dealer

Other names

Travis Bettfreund|Travis John Bettfreund

IAPD individual key

6700680

Graph

RIA / Wealth Management

Canonical id

dfx:ria:705d9633-5f46-099e-a540-72bb7dab8443

First observed

Jul 28, 2017

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.