Get to know Travis Denkenberger, CFP®, AWMA®

 

 

It's Your financial future. I can help you envision it, plan it, and prepare for it. 

Let's connect to get started:
D (513) 228-4195 | F (513) 228-4651
Denkenberger.Travis@principal.com
1000 E. Main St., Lebanon, OH 45036

 

 

 

Background:

Travis has been in the financial services industry since 2007. His mission is to build his clients confidence in their financial future by first understanding their goals, then developing a strategy and reviewing progress, all while acting with integrity and transparency. He works to understand financial situations, explains options available, and then works alongside his clients towards their goals. 

Popular Solutions:

  • Comprehensive financial planning
  • Asset/portfolio management strategies
  • Wealth protection strategy
  • Financial planning for business owners

Education & Credentials:

Travis holds his FINRA Series 7 and 66 securities registrations as well as his LIfe & Health Insurance License along with being a CERTIFIED FINANCIAL PLANNER™ professional.

Interests:

Travis resides in Dayton, Ohio with his wife, two children, cats, and dogs. In his free time, he enjoys hiking, traveling with his family, golfing, and other outdoor activities. Travis is involved in the Rotary Club of Lebanon, OH. 

 

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