C12 Business Forum
Leaders limit their potential when they lead from isolation. That’s why thousands of faith-driven, results-minded CEOs and executives meet in C12 Business Forums to encourage and challenge one another. Travis’ active involvement with this group has been an impactful way to pour into peers and learn from other industry leaders.
Changemaker Finalist and Panelist | Austin Young Chamber
The Changemaker Award recognizes and honors leaders doing extraordinary things that have had a major impact on their communities. Those who qualify to be a finalist have demonstrated how to make a difference in the lives of those around them. Additionally, Travis was a panelist on the “Be Your Own Brand of Leader” panel at the AYC’s LEAD Summit conference in 2024.
GAMA Global | LAMP Conference
GAMA is a highly esteemed organization whose goal is to develop and equip professionals in the financial services and insurance industry through leadership development. LAMP, their annual event, hosts the top executives in this industry as they equip leaders in the field. Travis was a mainstage speaker at this annual conference in both 2017 and 2018, sharing his story and the importance of Purpose for Millennials.
MarketCounsel Summit
The MarketCounsel Summit sits as the Wealth Management professions’ capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment adviser.
BAM Conference
The BAM Conference is an all-inclusive conference of organizations and people from all over the world ranging from business professionals, churches, students, academic institutions, and mission agencies. This conference is a platform for those that have a passion for bringing missions and business together.
Travis Penfield is the CEO of 49 Financial, an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. Also, Mr. Penfield is a registered representative Oakwood Capital Securities (“Oakwood Capital”). All commissionable product sales are performed through and under the supervision of Oakwood Capital. 49 Financial and Oakwood Capital are not affiliated. [Consider other interesting biographical factoids such as any insurance affiliation]. Please visit https://adviserinfo.sec.gov/individual/summary/6104530 or https://brokercheck.finra.org/individual/summary/6104530 for more information on Mr. Penfield’s association with 49 Financial and Oakwood Capital.