Advisor at Auxan Capital Advisors, LLC
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Firm
Auxan Capital Advisors, LLC
Location
Springfield, MO 65807
Credentials
Series 66
Industry experience
4 years
Travis Lathrop is a financial advisor at Auxan Capital Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Auxan since 2022. Prior to joining Auxan, he was employed at Cornerstone Wealth Management and LPL Financial, and he currently serves as Chief Revenue Officer at Classy Llama, an eCommerce business. Lathrop is also a member of the Strafford R-VI School Board. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm provides discretionary portfolio management using a combination of statistical modeling and various analytical methods, with an emphasis on adjusting equity and bond exposure based on measured market risk.
Based on Auxan Capital Advisors, LLC
Based on Auxan Capital Advisors, LLC
$0 - $50,000: 0.75% $50,001 - $100,000: 0.55% $100,001 - $500,000: 0.50% $500,001 - $1,000,000: 0.45% $1,000,001 - $2,000,000: 0.35% $2,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.05%
Account minimum: $20,000
2215 W Chesterfield Blvd, Suite 10
Springfield, MO 65807
Missouri
Auxan Capital Advisors, LLC
2022 - Present (4 years)
Classy Llama
2022 - Present (4 years)
Cornerstone Wealth Management
2020 - 2021 (1 year)
LPL Financial, LLC
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Keller Williams of Greater Springfield
2017 - 2020 (3 years)
Universal Technical Institute
2009 - 2017 (8 years)
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Series 66
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I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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