Lannie
Travis
Mustard Seed Wealth Management
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About this Advisor
Lannie Travis is a certified financial planner who works out of West Helena, Arkansas with a total of 18 years of industry experience. Travis is currently employed by Mustard Seed Wealth Management. Their career trajectory has included roles at Lannie J. Travis, Cpa and Mustard Seed Financial, LLC. Travis is approved to work in Arkansas. Mustard Seed Wealth Management is a registered investment business operating out of Magnolia, AR. The firm has offices in six locations and a total of 11 people on staff. It manages $313 million in assets under management between its 1,539 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises 29 charitable organizations. Of its 1,539 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules usually are based on the financial services offered. However, fee types billed by Mustard Seed Wealth Management may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mustard Seed Wealth Management Brokerage Details
$313,017,596
11
1,539
$203,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Lannie Travis Work History
Lannie has been registered as a financial advisor for 18 years.*
Mustard Seed Financial, LLC
Lannie J. Travis, Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lannie Travis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mustard Seed Wealth Management
Hope, AR
Texarkana, TX
Magnolia, AR
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El Dorado, AR
Magnolia, AR
Magnolia, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
