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TH

Travis J. Hartman

LUCENT FINANCIAL
BOZEMAN, MT 59718
CRD#: 6106122
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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.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis John Hartman's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 26, 2026 - Present

LUCENT FINANCIAL

Office #1: 3731 Equestrian Lane Suite 103, Bozeman, MT 59718
RIA
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
IAR
Series 65
Date: 7/25/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/15/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/9/2013
Investment Company Products/Variable Contracts Representative Examination

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)
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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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/10/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LUCENT FINANCIAL

CRD#: 342137Bozeman, MT 59718

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