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Travis H. Flandermeyer
LAKERIDGE WEALTH MANAGEMENT LLC
Albuquerque, NM 87110
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CRD#: 5576345
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Professional summary
Travis H Flandermeyer, who also goes by Travis Flandermeyer, is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Albuquerque, New Mexico and PRIVATE CLIENT SERVICES, LLC located in Albuquerque, New Mexico.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Travis has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Travis Flandermeyer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Doctor's Financial Resource. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Wealth management DBA used with our doctor client niche. Founder and financial advisor. 160 hrs/mo; 160 during trading hrs. 2) Financial Solutions Planning and Investments. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Wealth management services. Co founder and financial advisor. 160 hrs/mo; 160 during trading hrs. 3) Fixed insurance (life, disability, LTC) with various carriers. 10 hrs/mo; 5 during trading hrs. 4) Lakeridge Wealth Management. 8383 Mentor Ave, Mentor, OH 44060. RIA. Co founder and co owner; registered investment advisor. 160 hrs/mo; 160 during trading hrs. 5) Sandia Real Estate LLC. 1226 Rockrose Rd NE, Albuquerque, NM 87122. Rental and farm real estate located in Missouri. Minority owner, advisement to the majority owner. 1 hr/mo; 0 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Travis H Flandermeyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2022 - Present
LAKERIDGE WEALTH MANAGEMENT LLC
Office #1: 6100 Uptown Blvd Ne Suite 610c, Albuquerque, NM 87110RIA
CRD#: 314071
Albuquerque, NM
Current
September 1, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 5203 Juan Tabo Blvd Ne, Ste 2c, Albuquerque, NM 87111RIA
BD
CRD#: 120222
Albuquerque, NM
Past
July 8, 2021 - December 31, 2021
LAKERIDGE WEALTH MANAGEMENT LLC
RIA
CRD#: 314071
Albuquerque, NM
Past
July 23, 2010 - September 7, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BOULDER, CO
Past
June 1, 2010 - September 7, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BOULDER, CO
Past
August 27, 2008 - June 8, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHESTERFIELD, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/5/2022)
RR
Arizona(9/1/2022)
RR
California(9/1/2022)
RR
Colorado(9/1/2022)
RR
Connecticut(9/1/2022)
RR
Delaware(9/1/2022)
RR
District of Columbia(9/1/2022)
RR
Florida(9/1/2022)
RR
Illinois(9/1/2022)
RR
Maryland(9/1/2022)
RR
Massachusetts(9/1/2022)
RR
Minnesota(9/1/2022)
RR
Missouri(9/1/2022)
RR
Nevada(9/1/2022)
IAR
New Mexico(1/19/2022)
RR
New Mexico(9/1/2022)
RR
New York(9/1/2022)
RR
Pennsylvania(10/31/2023)
RR
South Carolina(9/1/2022)
IAR
Texas(4/20/2022)
RR
Texas(9/1/2022)
RR
Vermont(9/1/2022)
RR
Virginia(9/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
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Contact information
Main Address
7470 Center St, Mentor, OH 44060
Mailing Address
Phone number
(440) 510-1901
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,542 |
| AUM (Assets Under Management) | $ 700,523,160 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LAKERIDGE WEALTH MANAGEMENT LLC
CRD#: 314071Albuquerque, NM 87110TRUST BUT VERIFY
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