Travis Flandermeyer
Co-Founder & Senior Financial Advisor at Lakeridge Wealth Management
- Role
- Owner & Investment Advisor Representative at Doctor\'s Financial Resource
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Travis Flandermeyer
Securities offered by Registered Representatives through Private Client Services, Member…
Experience
Owner & Investment Advisor Representative
Jun 2010 — Present · Albuquerque, NM, US
Doctor\'s Financial Resource is part of Lakeridge Wealth Management.Doctors are an area of focus for our practice. As the son of a private practice dermatologist, the family business was medicine. I have a unique background that serves me well in working with physicians nationwide due to my uncommon experience and training. Being raised in a medical family, it was only natural for me to gain an insider’s knowledge of the business side of medicine while working in the family practice. Today, it’s my mission to serve as the go-to business and finance resource for all my doctor clients.Travis is an Investment Adviser Representative with Lakeridge Wealth Management LLC and a licensed life and disability insurance agent. Securities and advisory services offered through Private Client Services LLC, Member FINRA/SIPC.The Doctor\'s Financial Resource & Private Client Services LLC are not affiliated. It is important that you do not use social media to instruct any representative/agent to authorize or effect any transaction involving a security, commodity or insurance product.
Education
Washington University in St. Louis
MBA
2005 — 2007
University of Missouri Trulaske College of Business
BA
1999 — 2003
Washington University in St. Louis - Olin Business School
MBA
2005 — 2007
Skills
- Budget
- Financial Analysis
- Finance
- Negotiation
- Team Leadership
- Sales
- Process Improvement
- Strategic Financial Planning
- Insurance
- Strategic Planning
- Data Analysis
- Team Building
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.