Mustard Seed Wealth Management

Mustard Seed Wealth Management (CRD# 117737) is a financial advisory firm headquartered in Magnolia, AR. They manage $168,554,477 in 989 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    989
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, LA, TX

Financial Advisors at Mustard Seed Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
James D. Ashby
CRD#: 3187944
202 South Pine, Suite 102, P.o. Box 9304, Magnolia, AR 71754
96
Wealthminder
score

James Ashby (CRD# 3187944) is an Investment Advisor Representative working at Mustard Seed Wealth Management in Magnolia, AR and has over 17 years of experience in the finance industry. James Ashby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan D. Baird
CRD#: 4989535
202 South Pine, Suite 102, Magnolia, AR 71753
96
Wealthminder
score

Jonathan Baird (CRD# 4989535) is an Investment Advisor Representative working at Mustard Seed Wealth Management in Magnolia, AR and has over 11 years of experience in the finance industry. Jonathan Baird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bruce T. Butterfield
CRD#: 4935046
441 North Washington, El Dorado, AR 71730
93
Wealthminder
score

Bruce Butterfield (CRD# 4935046) is an Investment Advisor Representative working at Mustard Seed Wealth Management in El Dorado, AR and has over 11 years of experience in the finance industry.

4
Minna M. Green
CRD#: 3115880
202 S. Pine, Suite 102, Magnolia, AR 71753
93
Wealthminder
score

Minna Green (CRD# 3115880) is an Investment Advisor Representative working at Mustard Seed Wealth Management in Magnolia, AR and has over 17 years of experience in the finance industry.

5
Angela J. Milam
CRD#: 4935080
202 S. Pine, Suite 102, Magnolia, AR 71753
93
Wealthminder
score

Angela Milam (CRD# 4935080) is an Investment Advisor Representative working at Mustard Seed Wealth Management in Magnolia, AR and has over 8 years of experience in the finance industry.

6
Zachary D. Talley
CRD#: 5477904
202 S. Pine, Suite 102, Magnolia, AR 71753
93
Wealthminder
score

Zachary Talley (CRD# 5477904) is an Investment Advisor Representative working at Mustard Seed Wealth Management in Magnolia, AR and has over 8 years of experience in the finance industry.

7
Laurie B. Pinner
CRD#: 5669017
222 N. Hervey, Suite D, Hope, AR 71801
90
Wealthminder
score

Laurie Pinner (CRD# 5669017) is an Investment Advisor Representative working at Mustard Seed Wealth Management in Hope, AR and has over 4 years of experience in the finance industry.

8
Lannie J. Travis
CRD#: 5045115
113 South 5th Street, West Helena, AR 72390
90
Wealthminder
score

Lannie Travis (CRD# 5045115) is an Investment Advisor Representative working at Mustard Seed Wealth Management in West Helena, AR and has 1 year of experience in the finance industry. Lannie Travis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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