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Travis H Flandermeyer

LAKERIDGE WEALTH MANAGEMENT LLC·MENTOR, Ohio
Clean recordLAKERIDGE WEALTH MANAGEMENT LLC
8383 MENTOR AVENUE, MENTOR, OH 44060CRD# 5576345Firm CRD# 314071

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Travis H Flandermeyer · MENTOR, OH
Registration
CRD #5576345 · LAKERIDGE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Travis H Flandermeyer is a registered financial advisor based in MENTOR, Ohio, affiliated with LAKERIDGE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LAKERIDGE WEALTH MANAGEMENT LLC
LAKERIDGE WEALTH MANAGEMENT LLC
AUM
$606M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LAKERIDGE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5576345
Firm CRD# 314071
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Travis H Flandermeyer offer?
Travis H Flandermeyer specializes in Financial Planning, Investment Management. Contact their office in MENTOR, Ohio for a consultation.
What are Travis H Flandermeyer's credentials?
Travis H Flandermeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis H Flandermeyer located?
Travis H Flandermeyer is based in MENTOR, Ohio, working with LAKERIDGE WEALTH MANAGEMENT LLC. Their office serves clients in the MENTOR metropolitan area and surrounding communities.
How does Travis H Flandermeyer charge for services?
Travis H Flandermeyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKERIDGE WEALTH MANAGEMENT LLC?
LAKERIDGE WEALTH MANAGEMENT LLC has approximately 20 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKERIDGE WEALTH MANAGEMENT LLC

Brian William Distler
MENTOR, OH

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Research
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