Laurie
Pinner

Mustard Seed Wealth Management

CRD#5669017
Investment Advisor
in Hope, AR

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About this Advisor

Laurie Pinner is an investment advisor in Hope, Arkansas. Currently a registered advisor with Mustard Seed Wealth Management, they have accumulated 15 years of experience in the financial advisory industry. Pinner holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative. Pinner can act as an advisor based out of Arkansas, Louisiana and Texas. The advisor has gained experience at Mustard Seed Financial, LLC, H.D. Vest Investment Services and Willis Financial Services. Mustard Seed Wealth Management is based out of Hope, Arkansas, and has four other locations throughout the United States. In aggregate, Mustard Seed Wealth Management oversees $264 million in assets dispersed across 1,218 accounts and employs 10 staff members. The level of assets currently under the firm's management places it among the mid-sized firms in the United States. The firm manages 1,167 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Mustard Seed Wealth Management offers financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

222 N. Hervey Suite D
Hope, AR 71801

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Mustard Seed Wealth Management Brokerage Details

Total Assets Under Management

$263,814,695

AR Average: $880,205,985
Total Number of Employees

10

AR Average: 42
Total Number of Accounts

1,218

AR Average: 1,714
Average Account Size

$216,597

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Laurie Pinner Work History

Laurie has 15 years of experience.

2013 - Present (8 years)

Mustard Seed Financial, LLC

2012 - 2013 (1 year)

H.D. Vest Investment Services

2011 - 2013 (2 years)

Willis Financial Services

2005 - 2011 (6 years)

Mustard Seed Financial, LLC

Disclosures

Laurie Pinner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mustard Seed Wealth Management

Zachary Talley
Magnolia, AR
Whitney Peterson
Magnolia, AR
Laurie Pinner
Hope, AR
Bruce Butterfield
El Dorado, AR
Jonathan Baird
Magnolia, AR
Minna Green
Magnolia, AR
James Ashby
Magnolia, AR
Angela Eaves
Magnolia, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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