Travis Falk, CFP®, RICP®, CLU® in

Travis Falk, CFP®, RICP®, CLU®

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Wealth Management Advisor at Northwestern Mutual
📍 Columbus, Ohio, United States

Travis Falk is a Wealth Management Advisor and the Founder of GenMarhk Financial Partners with Northwestern Mutual. He focuses on developing enduring relationships by providing expert guidance for a lifetime of financial security. He holds a BA from Ohio Wesleyan University and is a CERTIFIED FINANCIAL PLANNER™ professional.

A lifelong resident of Central Ohio, Travis lives in Powell with his wife, Lauren, their two sons, Carter and Nolan, and their dog, Cali. In his personal time, he enjoys golfing, staying active, and spending quality time with his family.

Unique fact: The name of his firm, GenMarhk, is a tribute to his grandparents: GENeva, MARjorie, and Harold pa Kline.

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Experience
22 Years
Current Role
Wealth Management Advisor
Location
Columbus, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Travis cares about

Lifetime Financial Security
His team's stated mission is to provide expert guidance to clients for a lifetime of financial security.
Family Financial Planning
His professional messaging often focuses on helping couples and new parents align their financial goals and create a plan.
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Career

Work history

7-2003
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
1999 - 2003
BA
Ohio Wesleyan University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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