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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2021
- Office Locations
- 3
Office Locations
About Traction Financial Partners
Traction Financial Partners, LLC is an SEC-registered RIA providing customized financial planning and investment management built around a five-step planning process, risk profiling (“Risk Number”), and goal-based investment plans. The firm emphasizes client education to support confident decision-making. Securities transactions are handled through LPL Financial, with advisory services delivered by Traction as a separate entity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
EVAN MICHAEL BARNES
Managing Member, Vice President
- CRD
- #5308699
- Ownership
- 50% but less than 75%
ROBERT WILLIAM HEYKOOP
Managing Member
- CRD
- #4477422
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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RANDY JOHN ANDERSON
CFP
- CRD
- #4644115
LESLIE SEAWELL GARSKE
--
- CRD
- #5986636
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,400,046 | $352,567 |
| Non-Discretionary | $0 | -- |
| Total | $288,400,046 | $352,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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