Travis Flandermeyer has been Managing Member / Principal of Lakeridge Wealth Management since May 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Travis Flandermeyer’s longest registration was 12 years at Cetera Advisor Networks LLC (2010–2022). Before joining Lakeridge Wealth Management in 2022, Travis Flandermeyer was registered through Cetera Advisor Networks LLC.
- – present · 5 yearsAlbuquerque, NM · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 12 yearsBoulder, CO · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Travis Flandermeyer is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is Texas, in April 2022.
- New MexicoSince 19 January 2022
- TexasSince 20 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 October 2008 |
| Series 7 | General Securities Representative Examination | 26 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Travis H Flandermeyer
- CRD
- 5576345
- Firm
- Lakeridge Wealth Management · CRD 314071
- Role
- Managing Member / Principal
- Office
- 6100 Uptown Blvd NE, Suite 610C, Albuquerque, NM 87110
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Travis Flandermeyer work?
Travis Flandermeyer has been Managing Member / Principal of Lakeridge Wealth Management LLC since May 2021, and is a control person of the firm.
Is Travis Flandermeyer a financial advisor?
Yes. Travis Flandermeyer has a current investment-adviser registration in New Mexico and Texas, through Lakeridge Wealth Management since January 2022.
How many years of experience does Travis Flandermeyer have?
Travis Flandermeyer has 18 years in the financial industry, since August 2008, across 2 adviser firms.
What exams has Travis Flandermeyer passed?
Travis Flandermeyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Travis Flandermeyer with the SIE, which began in October 2018.
Where is Travis Flandermeyer based?
Travis Flandermeyer’s registered office is in Albuquerque, NM.
Is Travis Flandermeyer registered with FINRA?
Yes. Travis Flandermeyer has a current broker registration, under CRD 5576345.
Source: FINRA BrokerCheck
How can I verify Travis Flandermeyer’s record?
Search CRD 5576345 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Travis Flandermeyer’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
Brian DistlerManaging