Travis Denkenberger
Financial Advisor
BACKGROUND:
Travis has been in the financial services industry since 2007. His mission is to build his clients confidence in their financial future by first understanding their goals, then developing a strategy and reviewing progress, all while acting with integrity and transparency. He works to understand financial situations, explains options available, and then works alongside his clients towards their goals.
POPULAR STRATEGIES :
- Financial Needs Analysis
- Asset Allocation Strategies
- Strategic Planning/Estate Planning Strategies
- Financial Services
EDUCATION & CREDENTIALS:
Travis holds his FINRA Series 7 and 66 securities registrations as well as his Life & Health Insurance License along with being a CERTIFIED FINANCIAL PLANNER™ professional.
INTERESTS:
Travis resides in Dayton, Ohio with his wife, two children, cats, and dogs. In his free time, he enjoys hiking, traveling with his family, golfing, and other outdoor activities. Travis is involved in the Rotary Club of Lebanon, OH.
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Travis Denkenberger, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Lake Forest Financial Advisors is not an affiliate of any company of Principal Financial Group®. 3747078-072024
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.