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Travis Teague

Advisor at Cetera

Updated today

Location

Russellville, AR 72801

Credentials

CFP®, Series 63, Series 66

Industry experience

27 years

About

Travis Teague is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and Beall Barclay & Company. He is also involved as an advisor with Landmark Financial, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with a notable integration of retirement and institutional capabilities.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

209 West Main Street, Suite 2

Russellville, AR 72801

Most active in

Arkansas · Texas

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

Avantax Investment Services, Inc.

2019 - 2025 (6 years)

Avantax Advisory Services

2019 - 2025 (6 years)

Landmark Financial, Llc

2018 - Present (8 years)

1 St Global Advisors Inc.

2005 - 2019 (14 years)

Avantax Insurance Services

2005 - 2025 (20 years)

1st Global Capital Corp.

2004 - 2019 (15 years)

Beall Barclay & Company, Plc

2004 - 2018 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert K

Series 63, Series 65

Russellville, AR

St Bernard Asset Management, Inc.

Robert Keenan is a financial advisor with St. Bernard Financial Services, Inc. in Farmington, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with St. Bernard Financial Services since 1994 and also serves as CEO of St Bernard Asset Management, Inc. Outside of his advisory roles, he is involved in a radio tower rental business as a shareholder. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth philosophy using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary client relationships.

Annuities
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Robert F

Series 65

Russellville, AR

5thn Financial LLC

Robert Fithen is the sole advisor at 5thn Financial LLC, holding a Series 65 designation with eight years of industry experience. He has served as a Professor of Engineering at Arkansas Tech University since 1998. 5thn Financial LLC provides discretionary portfolio management to individuals, trusts, organizations, and other registered investment advisers, applying Modern Portfolio Theory and conditional value-at-risk concepts tailored to client constraints. The firm uses proprietary statistical and machine-learning methods for forward predictions and offers NASAA-approved continuing education courses and portfolio-management software to other advisory firms.

Active portfolio management University Employee
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Kathleen W

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Kathleen White is a financial advisor with St. Bernard Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining St. Bernard in 2023, she worked at Sagepoint Financial, Inc. and has owned and operated Manzanita Insurance Agency since 2013, where she focuses on health insurance products including Medicare plans. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services with a long-term, conservative growth approach based on Modern Portfolio Theory. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure, emphasizing collaborative, largely non-discretionary account management.

Annuities General estate planning guidance Founder/Business Owner
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Patrick W

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Patrick Williams is a financial advisor with St. Bernard Financial Services, Inc. in Russellville, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining St. Bernard in 2017, he worked at Ims Financial Advisors, Inc. and Ims Securities, Inc. for 14 years. Outside of his advisory role, Williams is involved in raising cattle for sale and operates an antiques and collectibles business on eBay. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
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Mark Y

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Mark Yarbrough is a financial advisor with St. Bernard Financial Services, Inc. in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2003, he has worked with Ohio National Financial Services. Outside of his advisory work, he owns Midland Financial and dedicates time weekly to whole life insurance activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory and offers both fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Annuities General estate planning guidance Founder/Business Owner
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Adam B

Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Adam Brown is a Series 66 licensed financial advisor with 20 years of industry experience, currently with St. Bernard Financial Services, Inc. since 2012. He also coaches a girls' softball team in Jonesboro, Arkansas. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates with investment advisory and brokerage services, emphasizing a long-term, conservative growth approach using tactical asset allocation and a preference for low-cost, no-load funds. The firm combines fee-based and commission-based solutions through its dual adviser/broker-dealer structure and affiliations with insurance and accounting practices.

Annuities General estate planning guidance Founder/Business Owner
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