Albuquerque, NM Uptown Blvd NE Office
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Lakeridge Wealth Management LLC
Team
Firm-wide stats for Lakeridge Wealth Management LLC
About
Lakeridge Wealth Management provides investment management, financial planning and retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and charitable organizations. The firm also serves as a 3(21) retirement plan advisor and operates under two practice names (Doctor’s Financial Resource and MBA Financial Services), which reflect specialist practice lines.
The firm acts as a fiduciary and delivers customized portfolios that rely principally on ETFs and mutual funds, using fundamental analysis with a generally long‑term orientation while retaining discretionary authority for day‑to‑day trading and ongoing monitoring. Lakeridge may also use independent managers, individual equities and bonds, alternative investments, or cash positions to address tax, liability or client‑specific constraints.
Compared with many team firms, Lakeridge maintains a multi‑office footprint (eight offices) and several advisory persons who are also registered representatives of broker‑dealers (Private Client Services LLC and Cetera Advisor Networks) and licensed insurance professionals, arrangements under which securities and insurance transactions can be implemented outside the RIA and may generate separate commission income. The firm also discloses institutional relationships with Fidelity and Schwab that provide technology, research and other economic benefits (including launch reimbursements noted in its disclosures), which it identifies as potential conflicts of interest.
Based on Lakeridge Wealth Management LLC
Expertise
Based on Lakeridge Wealth Management LLC
Location
6100 Uptown Blvd NE, Suite 610 C
Albuquerque NM 87110
Advisors at this office
3
Advisors at this office
Travis F
Series 66
Albuquerque, NM
Lakeridge Wealth Management LLC
Travis Flandermeyer is a financial advisor at Lakeridge Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Advisor Networks LLC and Private Client Services. He is the founder of Doctor's Financial Resource, a wealth management practice focused on serving physicians. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm delivers customized portfolios using ETFs, mutual funds, and other investment vehicles with a long-term orientation, serving clients through multiple offices and specialist practice lines.
Philip M
CFP®, Series 63, Series 65
Albuquerque, NM
Lakeridge Wealth Management LLC
Philip Messuri is a CFP® with 29 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC in Albuquerque, NM, where he has worked since 2021. Prior to that, he was with Cetera Advisor Networks LLC from 2013 to 2022 and Private Client Services from 2022 onward. Outside of his advisory role, he serves on the board of directors for the Eastern Sandoval Citizens Association and volunteers with the Sandia Peak Ski Patrol. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on long-term, fundamentally driven portfolios with a flexible approach to investment vehicles.
Joshua H
CFP®, Series 66
Albuquerque, NM
Lakeridge Wealth Management LLC
Joshua Hovda is a CFP® with 12 years of experience in financial advisory. He is currently with Lakeridge Wealth Management LLC and has previously worked at Private Client Services and Cetera Advisor Networks LLC. Outside of his advisory role, he provides financial and business analysis services at Los Alamos National Laboratories. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.
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