Travis A. Teague
Landmark Financial, LLCAFFILIATED WITH CETERA INVESTMENT ADVISERS LLC
FORT SMITH, AR 72903
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CRD#: 3123021
Professional summary
Travis Andrew Teague, AIF®, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Smith, Arkansas and CETERA WEALTH SERVICES, LLC located in Fort Smith, Arkansas.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Travis has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 24 and Series 4 exams.
Biography
Travis is a member and financial advisor at Landmark Financial, LLC. Travis has personal inspiration for wanting to help others create stable financial futures, even in times of uncertainty. His father was diagnosed with brain cancer at the age of 38 and with no financial advisor, the family was unprepared financially. These situations happen and planning for what may come, even when it’s difficult, can save you stress and burden later down the road. Travis is dedicated to helping families create plans that will get them through the good times and bad ever since he began his career in financial consulting in 1998. He has also completed the Leadership Fort Smith Program.
Travis and his wife, Tara, have two children, Taylor and Noah, and live in Van Buren. His hobbies include hunting, spending time with his family and playing men’s league softball.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Estate Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Estate Planning
Investment Management
Limited Partnerships
Mutual Funds
Real Estate
Stocks & Bonds
Succession Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) LANDMARK FINANCIAL, LLC POSITION: BMS Advisor NATURE: BMS Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 310 SECURITIES TRADING HOURS: 248 START DATE: 10/01/2018 ADDRESS: 3101 S 70th St, Fort Smith AR 72903, DESCRIPTION: BMS Advisor 2) LANDMARK FINANCIAL MANAGEMENT, LLC POSITION: Advisor NATURE: Entity is the wealth management division of Landmark Financial, LLC in the state of Arizona. it is jointly owned by Landmark Financial, LLC and David Monheit through his wealth management entity. The entity name of Landmark Financial, LLC was already taken in AZ so we could not use this name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 12455 West Bell Rd, Surprise AZ 85378, DESCRIPTION: Financial Advisor / Member 3) COMPASS PROPERTIES, LLC POSITION: Owner NATURE: LLC created for the purchase of current office building from previous retired CPA partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, DESCRIPTION: Passive Owner - I don't do anything related to the operations of this OBA. I signed my name to be liable for a portion of the debt on the property. 4) TTNT HOLDINGS, LLC POSITION: Member / Owner NATURE: Passive Real Estate for a commercial building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2023 ADDRESS: 2711 Parkway Ln, Van Buren AR 72956, United States DESCRIPTION: No duties - I just own the commercial building for potential rent or selling later on
CRS (Client Relationship Summary) - RIA
Click below to view Travis Andrew Teague's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Education
University of Central Arkansas
Bachelor - Business Administration in Finance
University of Arkansas – Fort Smith
BS - Accounting
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3101 South 70th Street, Fort Smith, AR 72903Office #2: 209 West Main Street Suite 2, Russellville, AR 72801RIA
CRD#: 105644
FORT SMITH, AR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3101 South 70th Street, Fort Smith, AR 72903Office #2: 710 Merriman Street, Conway, AR 72032Office #3: 4109 East Johnson Avenue Suite B, Jonesboro, AR 72405Office #4: 209 West Main Street Suite 2, Russellville, AR 72801Office #5: 200 West Capitol Ave. Suite 1700, Little Rock, AR 72201BD
CRD#: 13572
FORT SMITH, AR
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Russellville, AR
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
FORT SMITH, AR
Past
April 25, 2008 - October 27, 2008
BEALL BARCLAY ADVISORS, LLC
RIA
CRD#: 133278
FORT SMITH, AR
Past
October 14, 2005 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
FORT SMITH, AR
Past
September 14, 2004 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
FORT SMITH, AR
Past
January 8, 2001 - September 1, 2004
STERNE, AGEE & LEACH, INC.
BD
CRD#: 791
BIRMINGHAM, AL
Past
December 3, 1998 - February 22, 2001
JOHN R. TAYLOR FINANCIAL GROUP, INC.
BD
CRD#: 39312
BIRMINGHAM, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/18/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
IAR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
District of Columbia(9/18/2025)
RR
Florida(9/5/2025)
RR
Kansas(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Missouri(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Dakota(9/18/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/18/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fort Smith, AR 72903DBA Information
Landmark Financial, LLC
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
