Travis Falk, CFP®, RICP®, CLU® in

Travis Falk, CFP®, RICP®, CLU®

Planner · DISC type Sc
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

How Travis shows up

Deliberate
Slower Adopter
Not Very Vocal

The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

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

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
BA
Ohio Wesleyan University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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