Laurie
Pinner

Mustard Seed Wealth Management

CRD#5669017
Investment Advisor
in Hope, AR

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About this Advisor

Laurie Pinner is a financial advisor who works out of Hope, Arkansas with a total of 10 years of industry experience. Pinner is an employee of Mustard Seed Wealth Management. Throughout their career, they have worked at H.D. Vest Investment Services, Willis Financial Services and Mustard Seed Financial, LLC. Pinner holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas, Louisiana and Texas. Mustard Seed Wealth Management is a financial advisory company headquartered in Magnolia, AR. The company has offices in six locations and a total of 11 people on staff. It handles $313 million in assets between its 1,539 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves 29 charities and foundations. Of its 1,539 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. Mustard Seed Wealth Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees depend on the financial services provided. However, fee types billed by Mustard Seed Wealth Management most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

222 N. Hervey Suite D
Hope, AR 71801

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Mustard Seed Wealth Management Brokerage Details

Total Assets Under Management

$313,017,596

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

11

AR Average: 42
Total Number of Accounts

1,539

AR Average: 1,714
Average Account Size

$203,390

AR Average: $513,539

Investment Advisory Services

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

Laurie Pinner Work History

Laurie has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Mustard Seed Financial, LLC

2012 - 2013 (1 year)

H.D. Vest Investment Services

2011 - 2013 (2 years)

Willis Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laurie Pinner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mustard Seed Wealth Management

Laurie Pinner
Hope, AR
Brett Brzeski
Texarkana, TX
Zachary Talley
Magnolia, AR
Whitney Peterson
Magnolia, AR
Jonathan Baird
Magnolia, AR
Bruce Butterfield
El Dorado, AR
Minna Green
Magnolia, AR
James Ashby
Magnolia, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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