Lannie Travis, financial advisor West Helena AR

Lannie Travis

CRD Number: 5045115
Current Firm: Mustard Seed Wealth Management

Lannie Travis (CRD# 5045115) is an Investment Advisor Representative working at Mustard Seed Wealth Management in West Helena, AR and has 1 year of experience in the finance industry. Lannie Travis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Dudley Barnes, financial advisor West Helena AR
Dudley M. Barnes
CRD# 12794
Barnes Pettey Financial Advisors, LLC
Similar Advisors
Richard Devoe, financial advisor West Helena AR
Richard L. Devoe
CRD# 3229112
Barnes Pettey Financial Advisors, LLC
Similar Advisors
Julie Flowers, financial advisor West Helena AR
Julie K. Flowers
CRD# 5153618
Barnes Pettey Financial Advisors, LLC
Professional Designations
Company Name Location Dates Years
Mustard Seed Financial, LLC Magnolia, AR Feb 2005 - Current 16
Lannie J. Travis, Cpa West Helena, AR Jun 1980 - Current 41

Lannie Travis has no recent exams reported.
Contact Info for Lannie J. Travis
Phone Number: 870-234-1618
Firm Website:
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.