Travis William Gatzemeier

Current Employers

Kinetix Financial Planning

Granbury, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-07-11

TX RA
APPROVED

Since 2019-07-11

Branch Locations

Granbury, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Fort Worth	TX	02/2011	10/2016
Olam International	Richardson	TX	10/2016	05/2018
Guardian Financial Management	Lewisville	TX	05/2018	04/2019
Kinetix Financial Planning, Llc	Flower Mound	TX	04/2019	Present

02/2011 → 10/2016

Td Ameritrade

Fort Worth, TX
10/2016 → 05/2018

Olam International

Richardson, TX
05/2018 → 04/2019

Guardian Financial Management

Lewisville, TX
04/2019 → Present

Kinetix Financial Planning, Llc

Flower Mound, TX

Previous Registrations

2018-05-07 → 2019-04-15

Brookstone Capital Management Llc

Lewisville, TX

Other Businesses

Travis Gatzemeier is licensed to sell life and health insurance, however, he is no longer affiliated with any insurance organization and will not sell insurance products to clients or prospective clients of the firm.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-04
S63	Uniform Securities Agent State Law Examination	2011-07-18

S65 Uniform Investment Adviser Law Examination

2018-02-04
S63 Uniform Securities Agent State Law Examination

2011-07-18

Designations

Other Names

Travis William Gatzemeier

View on SEC IAPD