Whitney
Peterson
Mustard Seed Wealth Management
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About this Advisor
Whitney Peterson is a financial advisor working in Magnolia, Arkansas with a total of 4 years of relevant experience. Peterson is currently employed by Mustard Seed Wealth Management. The advisor has gained experience at Mustard Seed Wealth Management, Miller & Company Cpa Pllc, Thomas & Thomas Llp, South Arkansas Youth Services, Steve Kincaid Cpa and Peterson Heating & Electrical. Peterson maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Arkansas, Louisiana, Oklahoma and Texas. Mustard Seed Wealth Management is an advisory business operating out of Magnolia, AR. The company has offices in six locations and a total of 11 people on staff. It manages $313 million in total assets across its 1,539 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to 29 charitable organizations. Of its 1,539 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees largely are based on which service is offered. Fees billed by Mustard Seed Wealth Management can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mustard Seed Wealth Management Brokerage Details
$313,017,596
11
1,539
$203,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Whitney Peterson Work History
Whitney has been registered as a financial advisor for 4 years.*
Mustard Seed Wealth Management
Peterson Heating & Electrical
Miller & Company Cpa Pllc
Thomas & Thomas Llp
South Arkansas Youth Services
Steve Kincaid Cpa
*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 Whitney Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Magnolia, AR
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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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