Lannie
Travis

Mustard Seed Wealth Management

CRD#5045115
Investment Advisor
in West Helena, AR

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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

CERTIFIED FINANCIAL PLANNER™

Years of Experience

40 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

113 South 5Th Street
West Helena, AR 72390

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Mustard Seed Wealth Management Brokerage Details

Total Assets Under Management

$263,814,695

AR Average: $880,205,985
Total Number of Employees

10

AR Average: 42
Total Number of Accounts

1,218

AR Average: 1,714
Average Account Size

$216,597

AR Average: $513,539

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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.

2005 - Present (16 years)

Mustard Seed Financial, LLC

1980 - Present (41 years)

Lannie J. Travis, Cpa

Disclosures

Lannie Travis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mustard Seed Wealth Management

Zachary Talley
Magnolia, AR
Whitney Peterson
Magnolia, AR
Bruce Butterfield
El Dorado, AR
Jonathan Baird
Magnolia, AR
Laurie Pinner
Hope, AR
Minna Green
Magnolia, AR
James Ashby
Magnolia, AR
Angela Eaves
Magnolia, AR

This content was compiled from the SEC and FINRA.

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.

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