Travis Denkenberger
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- 1st National Wealth ManagementOct 2022 to now
- Lake Forest Financial AdvisorsOct 2022 to now
- Principal Securities, Inc.Sep 2022 to now
- Principal Life Insurance CompanySep 2022 to now
- 1st National BankJul 2017 to Sep 2022
- Money Concepts Capital Corp.Jul 2017 to Sep 2022
- UnemployedApr 2017 to Jul 2017
- Buckingham Financial GroupNov 2016 to Apr 2017
- U.S. Bancorp Investments, Inc.Oct 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5547173
- Firm CRD
- 1137