GenMarhk Financial Partners
Travis Falk
Wealth Management Advisor|CLU®, CFP®
Professional
Travis graduated from Ohio Wesleyan University with a degree in economics. He started with Northwestern Mutual in 2003 as a full-time advisor. He has a passion for impacting the Columbus community and raising awareness around holistic financial planning. He is now a specialist in our office and helps mentor younger advisors who are newer to the business. Travis was a student of The American College where he achieved his CLU® designation. He really hit his stride for financial planning when became a CFP® certificant and saw the full scope of the work we do.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2012-2017, 2019-2021
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2006-2008
- Award recognizing persistency and performance
Personal
Travis Falk lives in Columbus, Ohio. He and his wife Erica are active members of the Athletic Club of Columbus. They love to travel and spend time with their 13 year old Boston Terrier, Mo.
As a former collegiate baseball player at Ohio Wesleyan University Travis occasionally catches a game or two throughout the season but his real passion is College and Olympic wrestling.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Columbus Cancer Clinic's Young Professionals Group
Travis Falk is an active member of the Columbus Cancer Clinic's Young Professionals Group in Columbus, Ohio. As a part of this group Travis helps support recovering cancer patients through various fundraisers. Last year's main event, Wine Around the World, raised over $35,000 for the organization.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
