History and Mission

Bill LaVanne, an Independent Registered Representative, Investment Advisor Representative, and Registered Investment Advisor with Cetera Advisor Networks established Traverse Financial Solutions in 1998. We were initially owned by ING. In 2010, Cetera Financial Group purchased ING, and Traverse Financial Solutions embarked upon a new chapter under the umbrella of Cetera Advisor Networks.

Our Mission

Core ValuesTraverse Financial Solutions stands out in the financial services industry due to the combination of its Cetera affiliation and its own personalized approach to building long-term relationships. We partner with clients throughout the many phases of life to help them achieve their goals as their needs and the world evolve.

Our mission statement captures this spirit of collaboration:

Traverse Financial Solutions is committed to demonstrating the highest standards of integrity and professionalism by …

  • Endeavoring to analyze and fully understand your financial situation.
  • Applying our insights and knowledge to deliver sound decision making.
  • Making use of quality information, services, and strategies to help you achieve your goals.
  • Building a long-term relationship to continually monitor and adjust to a changing world.
  • Disclosing all expenses, fees, and charges in advance. No surprises!