Travis Denkenberger

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 11/2016
  U.S. Bancorp Investments, Inc.
  Miamisburg, OH
• 11/2016 → 04/2017
  Buckingham Financial Group
  Dayton, OH
• 07/2017 → 09/2022
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL
• 04/2017 → 07/2017
  Unemployed
  Dayton, OH
• 07/2017 → 09/2022
  1St National Bank
  Lebanon, OH
• 09/2022 → Present
  Principal Life Insurance Company
  Centerville, OH
• 09/2022 → Present
  Principal Securities, Inc.
  Centerville, OH
• 10/2022 → Present
  1St National Wealth Management
  Centerville, OH
• 10/2022 → Present
  Lake Forest Financial Advisors
  Centerville, OH

Previous Registrations

• 2017-07-13 → 2022-10-12
  Money Concepts Capital Corp
  Bellefontaine, OH
  Lebanon, OH
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2017-02-10 → 2017-05-04
  Buckingham Financial Group, Inc.
  Dayton, OH
• 2017-02-10 → 2017-05-04
  Buckingham Capital Management, Inc.
  Dayton, OH
• 2013-10-28 → 2016-11-14
  U.S. Bancorp Investments, Inc.
  Springboro, OH
  Lebanon, OH
  Fairborn, OH
  Fairborn, OH
  Cedarville, OH
  Fairborn, OH
  Miamisburg, OH
  Xenia, OH
  Yellow Springs, OH
  Huber Heights, OH
  Beavercreek, OH
  Dayton, OH
  Jennings, MO
• 2012-05-10 → 2013-10-31
  Cetera Investment Services Llc
  Mt. Orab, OH
  Sabina, OH

Other Businesses

**INSURANCE POSITION: Fixed Insurance Products NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 05/02/2023 ADDRESS: 1000 E. Main St., Lebanon OH 45036, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, and group benefits through various carriers. **LAKE FOREST FINANCIAL ADVISORS (DBA) POSITION: Director of Financial Planning NATURE: DI/A&H Insurance, Fee-Based Financial Planning, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 167 SECURITIES TRADING HOURS: 122 START DATE: 10/01/2022 ADDRESS: 7625 Paragon Rd., Suite B, Centerville OH 45459, United States DESCRIPTION: This DBA is a private branded financial services organization that provides investment, insurance, and financial planning services indistinguishable from the services offered through PSI.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-03

Designations

• Certified Financial Planner

Other Names

• Travis Cody Denkenberger
• Travis Denkenberger