Mustard Seed Wealth Management
About this Advisor
Lannie Travis is a certified financial planner who lives in West Helena, Arkansas. Currently a registered investment advisor with Mustard Seed Wealth Management, they have accumulated a notable 40 years of professional experience. Travis is able to operate in Arkansas. The advisor has gained experience at Mustard Seed Financial, LLC and Lannie J. Travis, Cpa. Mustard Seed Wealth Management is based out of West Helena, Arkansas, and has four other locations throughout the nation. Overall, Mustard Seed Wealth Management oversees $264 million in assets covering 1,218 accounts and employs 10 staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the nation. The firm manages 1,167 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Mustard Seed Wealth Management offers financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Mustard Seed Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Lannie Travis Work History
Lannie has 40 years of experience.
Mustard Seed Financial, LLC
Lannie J. Travis, Cpa
Lannie Travis has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mustard Seed Wealth Management
El Dorado, AR
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.