Wealth Management
Meet Travis Denkenberger
President of 1st National Wealth Management
Travis has a decade of experience assisting individuals and families navigate their finances and develop strategic plans to help them move toward their goals. Travis believes that the most important step to achieving financial security is developing a plan.
His unique process is designed to generate tailored solutions for individuals, families, businesses, and non-profit organizations. Travis can assist in developing a written financial plan to address a multitude of goals including:
- Saving for or living in retirement
- Sale of a business
- Education funding
- Estate planning
- Charitable giving
- And much more
About Travis
Travis earned his Bachelor of Science in Business from Fairmont State University in Fairmont, WV, and holds his Accredited Wealth Management Advisor™ (AWMA®) designation from the College for Financial Planning. Additionally, Travis has FINRA Series 66, 7, & 6 licenses along with an Ohio Insurance license.
Outside of work, Travis enjoys spending time with his family. He also enjoys being outdoors, particularly while playing golf or baseball. Travis also enjoys traveling and learning about history.
The Journey: Navigating Your Financial Future Together
A great partner not only has the character and the tools to accomplish your goals but also practices the right methods to lead the team on the right track. For a successful Journey, the team works to scout, act, track, and cooperate to reach the top.
Start Your Journey Today
Investments are not FDIC insured. May Lose Value – No Bank Guarantee. Member FINRA / SIPC
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 1st National Wealth Management is not an affiliate of any company of the Principal Financial Group®.
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Principal Securities Form CRS, Relationship Summary
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
