Travis W. Gatzemeier
KINETIX FINANCIAL PLANNING
Flower Mound, TX
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CRD#: 5894167
Professional summary
Travis William Gatzemeier, CFP® is a registered financial advisor currently at KINETIX FINANCIAL PLANNING located in Flower Mound, Texas.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Travis has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 34, Series 3 and Series 7 exams.
Biography
Travis Gatzemeier is a CERTIFIED FINANCIAL PLANNER™ Professional and founder of Kinetix Financial Planning. Travis started Kinetix because he believes objective financial advice should be accessible to any professional who wants to create and build wealth. His main focus is helping clients use money as a financial tool where they can enjoy today and save for tomorrow.
Prior to his career as a financial planner, Travis graduated with a business degree from the University of North Texas in Denton, Texas. He began his professional career at a large brokerage firm where he learned the ins and outs of the financial markets. During this time Travis was able to gain valuable experience in financial markets, trading, risk management, derivatives, and personal finance. He then found his path working as a wealth manager for a small financial firm serving pre- retirees and retirees which included selling insurance to clients. Travis realized that insurance sales mixed with financial planning created a huge conflict of interest! He knew if I wanted to give clients objective advice and operate as a fiduciary, he needed to be a fee-only financial planner. Travis obtained his CFP® Designation and used his entrepreneurial vision to create Kinetix Financial Planning!
On a personal note, Travis lives in the Dallas/ Fort Worth area, but grew up a small town kid in central Texas. When he is not helping my clients, he enjoy's the outdoors, traveling, reading or listening to the next queued up podcast. In addition, He is a supportor the local professional sports teams and an avid outdoorsman - hunting, fishing, hiking, skiing, and everything in between.
Question & Answer
What are your service offerings?
Investment Planning
Small Business Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Financial Psychology/Coaching
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
Travis Gatzemeier is licensed to sell life and health insurance, however, he is no longer affiliated with any insurance organization and will not sell insurance products to clients or prospective clients of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Travis William Gatzemeier'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®
CFP®
Start date: 2019
Experience
Current
July 11, 2019 - Present
KINETIX FINANCIAL PLANNING
RIA
CRD#: 304351
Flower Mound, TX
Past
May 7, 2018 - April 15, 2019
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
Lewisville, TX
Past
July 12, 2011 - October 10, 2016
TD AMERITRADE, INC.
BD
CRD#: 7870
FORT WORTH, TX
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.Highlighted states indicate IAR registrations
IAR
Texas(7/11/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KINETIX FINANCIAL PLANNING
KINETIX FINANCIAL PLANNING | KINETIX FINANCIAL PLANNING LLC
CRD#: 304351 / SEC#:
Texas
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Contact information
Main Address
Flower Mound, TX
Mailing Address
Phone number
(903) 388-5929
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 9,173,760 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
