TH
Travis J. Hartman
LUCENT FINANCIAL
BOZEMAN, MT 59718
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CRD#: 6106122
TH
Travis John HartmanLUCENT FINANCIAL
Professional summary
Travis John Hartman is a registered financial advisor currently at LUCENT FINANCIAL located in Bozeman, Montana.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Travis has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
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.
1) I am a 50% owner of TJ Holdings, LLC, a company which purchases real estate and heavy equipment, then subsequently leases, re-sells, or develops those purchases for profit and income. This business was started in February of 2015, is non-investment related, and operates out of 905 Colorado St, Belgrade, MT 59714. I dedicate 4-5 hours each week to this business with 90% of that activity happening during non-trading hours. 2) I am a 37.5% owner of TBT Investment Partners, LLC, a real-estate holding company owning one commercial property in Montana and leasing it for income generation. This business was started in May of 2022, is non-investment related, and operates out of 905 Colorado St, Belgrade, MT 59714. The company currently owns property in Deer Lodge, MT and I dedicate 2-3 hours each week to this business with 90% of that activity happening during non-trading hours. 3) I am a 33.3% owner in Hartman Land & Livestock Company, LLC, a real-estate holding company owning 1610 acres of farm & ranchland in Montana and leasing the property for income generation. This business was started in March of 2018, is non-investment related, and operates out of 300 Pheasant Tail Ln, Dillon, MT 59725. The company owns property in north Phillips County, MT and I dedicate 2-3 hours each week to this business with 90% of that activity happening during non-trading hours. 4)TDRS Enterprises, LLC is a catch-all individually owned LLC to organize all of the various expenditures and incomes not contained in my other LLCs. It will be the location where I collect 1099 incomes for soil sampling, construction, and various ranch work. I will spend a couple hours each month working for TDRS. No official duties of Stockman Wealth Management relate to the management or operations of any of my LLCs.
CRS (Client Relationship Summary) - RIA
Click below to view Travis John Hartman'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
May 26, 2026 - Present
LUCENT FINANCIAL
Office #1: 3731 Equestrian Lane Suite 103, Bozeman, MT 59718RIA
CRD#: 342137
BOZEMAN, MT
Past
July 26, 2022 - April 17, 2026
INVESTMENT MANAGEMENT GROUP
RIA
CRD#: 122166
Bozeman, MT
Past
September 9, 2013 - August 5, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
BOZEMAN, MT
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
Montana(5/26/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LF
LUCENT FINANCIAL
LUCENT FINANCIAL | LUCENT FINANCIAL LLC
CRD#: 342137 / SEC#: 801-136241
RIA
Registered Investment Advisory firm - (5/11/2026 120-Day Approval)Loading...
Contact information
Main Address
806 Halfpipe St, Belgrade, MT 59714
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees
SEC notice filing (1 States and Territories)
Documents
Red Flags
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Company Information
LUCENT FINANCIAL
CRD#: 342137Bozeman, MT 59718TRUST BUT VERIFY
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