Minna
Green

Mustard Seed Wealth Management

CRD#3115880
Investment Advisor
in Magnolia, AR

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About this Advisor

Minna Green is a financial advisor operating in Magnolia, Arkansas, who has been in the financial industry for 20 years. Green is on the advisory team at Mustard Seed Wealth Management. They have spent their entire time as a financial advisor at Mustard Seed Wealth Management. Green has Series 63 and Series 65 licenses, which qualify 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 an advisory firm operating in Magnolia, Arkansas. It has offices in four locations and a total of 10 people on staff. It administers $264 million in assets between its 1,218 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides services to 29 charities and foundations. Of its 1,218 client accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on the financial services offered. However, fees billed by Mustard Seed Wealth Management most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 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

202 S. Pine Suite 102
Magnolia, AR 71753

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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

Minna Green Work History

Minna has 20 years of experience.

2014 - Present (7 years)

Mustard Seed Financial, LLC

Disclosures

Minna Green 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
Bruce Butterfield
El Dorado, AR
Jonathan Baird
Magnolia, AR
Laurie Pinner
Hope, 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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