Travis Gatzemeier (CRD# 5894167) is an Investment Advisor Representative working at Kinetix Financial Planning in Flower Mound, TX and has over 13 years of experience in the finance industry. Travis Gatzemeier has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
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 |
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$108,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
TX
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