Travis Gatzemeier, financial advisor Flower Mound TX

Travis Gatzemeier

CRD Number: 5894167
Current Firm: Kinetix Financial Planning

Travis Gatzemeier (CRD# 5894167) is an Investment Advisor Representative working at Kinetix Financial Planning in Flower Mound, TX and has over 12 years of experience in the finance industry. Travis Gatzemeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kinetix Financial Planning, LLC Flower Mound, TX Apr 2019 - Current 5
Guardian Financial Management Lewisville, TX May 2018 - Apr 2019 < 1
Olam International Richardson, TX Oct 2016 - May 2018 1
Td Ameritrade Fort Worth, TX Feb 2011 - Oct 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Travis W. Gatzemeier
Phone Number: 903-388-5929
Registered State(s):
  • TX
Current Firm Details
Kinetix Financial Planning
Firm's CRD Number: 304351
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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