Don S. Lansing

MARKETTREND ADVISORS, LTD.

AUSTIN, TX

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CRD#: 4685997

Professional summary

Don Scott Lansing is a registered financial advisor currently at MARKETTREND ADVISORS, LTD. located in Austin, Texas.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Don has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.

I AM MANAGING PARTNER OF LANSING INVESTMENTS, LLC, A TEXAS STATE-REGISTERED INVESTMENT ADVISORY FIRM FORMED IN JULY 2003. THIS FIRM IS LOCATED AT 3318 TREADSOFT COVE, AUSTIN, TEXAS, 78748. THIS FIRM HAS NO LEGAL OR FINANCIAL RELATIONSHIP WITH MARKETTREND ADVISORS, LTD. OTHER THAN MY PARTICIPATION IN BOTH FIRMS. I EXPECT TO SPEND APPROXIMATELY 40 HOURS/MONTH PERFORMING WORK FOR LANSING INVESTMENTS AND 120 HOURS/MONTH FOR MARKETTREND ADVISORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Scott Lansing'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®

None

Experience

Current

September 29, 2004 - Present

MARKETTREND ADVISORS, LTD.

RIA

CRD#: 132894

AUSTIN, TX

Past

January 12, 2018 - August 25, 2023

LANSING INVESTMENTS, LLC

RIA

CRD#: 127778

AUSTIN, TX

Past

October 28, 2003 - December 31, 2017

LANSING INVESTMENTS, LLC

RIA

CRD#: 127778

AUSTIN, TX

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.

Highlighted states indicate IAR registrations

IAR

California
(1/26/2012)

IAR

Texas
(9/29/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2003

Uniform Investment Adviser Law Examination

Current Firm

MARKETTREND ADVISORS, LTD.

MARCH ASSET MANAGEMENT | MTA CAPITAL, LTD. | MARKETTREND ADVISORS, LTD. | MARKETTREND ADVISORS

CRD#: 132894 / SEC#: 801-63539

RIA

Registered Investment Advisory firm - (10/2/2012 Terminated)

California

Registered Investment Advisory firm - (4/27/2012 Approved)

Florida

Registered Investment Advisory firm - (11/19/2020 Terminated)

New York

Registered Investment Advisory firm - (10/1/2012 Approved)

Texas

Registered Investment Advisory firm - (6/22/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 255-8722

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	199
AUM (Assets Under Management)	$ 30,225,075

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Don S. Lansing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Scott Lansing's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKETTREND ADVISORS, LTD.

LANSING INVESTMENTS, LLC

LANSING INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2003

Current Firm

MARKETTREND ADVISORS, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARKETTREND ADVISORS, LTD.

TRUST BUT VERIFY

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