Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
40 years
Location
El Dorado, AR 71730
Wells Fargo Clearing
Institution
Todd Connelly is a CERTIFIED FINANCIAL PLANNER™ professional with 40 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC and ten years with A.G. Edwards & Sons, Inc. Outside of his advisory work, he has a 75% ownership interest in Calhoun Farm Timberland and Mineral Royalties in Magnolia, Arkansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions utilizing research from Wells Fargo Investment Institute alongside third-party data and diversification principles.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
El Dorado, AR
308 N Jefferson
El Dorado AR 71730
Advisors at this office
2
Arkansas · Texas
40 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
El Dorado, AR
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
El Dorado, AR
A. G. Edwards & Sons, Inc.
1998 - 2008 • 10 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 65
El Dorado, AR
Mustard Seed Wealth Management
Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.
Series 63, Series 66
El Dorado, AR
International Assets Investment Management, LLC
Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.
Series 66
El Dorado, AR
Benjamin F. Edwards & Company, Inc.
Robert Waggoner is a Series 66-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.
CFP®, Series 63, Series 66
El Dorado, AR
Benjamin F. Edwards & Company, Inc.
Laney Mitcham is a CFP® professional with 28 years of industry experience currently at Benjamin F. Edwards & Company, Inc., where she has worked for nine years. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. She is also an instructor of finance at Southern Arkansas University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, and institutional organizations, offering a range of advisory programs, financial planning, and investment management solutions.
CFP®, Series 63, Series 65
El Dorado, AR
Independent Advisor Alliance, LLC
Charles Skinner is a CFP® with 10 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial and GenWealth Financial Advisors. Skinner also holds a notary public role outside of his advisory work. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model supported by discretionary and non-discretionary portfolio management and a range of investment strategies.
Series 66
El Dorado, AR
Edward Jones
Victoria Young is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2019 and previously was with Emrich & Scroggins, LLP for three years. Young also has a background in academia through her time at Southern Arkansas University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.
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