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Travis Dean Lathrop

Auxan Capital Advisors, LLC

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About Travis Dean Lathrop

Travis Dean Lathrop is an investment advisor representative at Auxan Capital Advisors, LLC, located in Springfield, Missouri. Travis is also licensed to sell life, accident and health insurance, and is on the board of the Strafford R-VI School District. Travis has been a licensed investment advisor since 2022 and has a Series 66, Series 7TO, and SIE license. Travis has experience working with a wide range of clients, including individuals, corporations, and charitable organizations.

Firm Information

Travis Lathrop is currently registered with Auxan Capital Advisors, LLC. Auxan Capital Advisors, LLC is an investment advisor based in [Main Office Address]. They provide portfolio management services for individuals and businesses, as well as pension consulting and selection of other advisors. They currently manage over $80 million in assets for over 1,000 clients. They primarily serve individuals, high-net-worth individuals, charitable organizations, and corporations. Their advisory services include portfolio management, but they do not offer financial planning or wrap fee programs.

$80.87M

Assets Under Management

6

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Travis Lathrop’s Registration & Firm History

MO

05/26/2022 - Present

Auxan Capital Advisors, LLC (SPRINGFIELD MO)

MO

12/17/2020 - 12/22/2021

LPL FINANCIAL LLC (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 02/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Dean Lathrop.
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