Cynthia Lanell Minnis
Investment adviser representative at Lanark Financial, Inc.
34 yearsExperience
4 statesRegistered in
$1.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Lanark Financial, Inc.Jun 2019 to now
- Conservative Financial Services, Inc.Sep 1998 to now
- American Express Financial AdvisorsJan 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 4 states (FL, KS, MO, SD).
Lanark Financial, Inc.
$1.8BAssets managed
3,576Clients
68Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2003706
- Firm CRD
- 17870