Travis Denkenberger
Travis Denkenberger is a CFP-designated registered investment advisor at Principal Securities, INC., based in Centerville, OH, with 16 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
7625 Paragon Rd Ste B, Centerville, OH, 45459
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis sells and services fixed life insurance, fixed annuities, disability insurance, long-term care insurance, and group benefits through various carriers. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Buckingham Capital Management, INC.
Buckingham Financial Group, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Chase Investment Services CORP.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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