Whitney
Peterson

Mustard Seed Wealth Management

CRD#7186272
Investment Advisor
in Magnolia, AR

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Whitney Peterson is a financial advisor who works out of Magnolia, Arkansas, who has been in the financial industry for 14 years. Peterson works at Mustard Seed Wealth Management. Their career trajectory has included roles at Mustard Seed Wealth Management, Miller & Company Cpa Pllc, Thomas & Thomas Llp, South Arkansas Youth Services, Steve Kincaid Cpa and Peterson Heating & Electrical. Peterson has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Arkansas and Louisiana. Mustard Seed Wealth Management is a business that has its headquarters in Magnolia, Arkansas. The investment advisory business has offices in four locations and a total of 10 financial advisors. It manages $264 million in assets under management between its 1,218 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves 29 charities and foundations. Of its 1,218 customer accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets. Mustard Seed Wealth Management provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees usually are based on which services are offered. Fee types billed by Mustard Seed Wealth Management can be comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years of Experience

14 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Whitney Peterson Work History

Whitney has 14 years of experience.

2019 - Present (2 years)

Mustard Seed Wealth Management

2006 - Present (15 years)

Peterson Heating & Electrical

2018 - 2019 (1 year)

Miller & Company Cpa Pllc

2018 - 2018 (< 1 year)

Thomas & Thomas Llp

2017 - 2017 (< 1 year)

South Arkansas Youth Services

2012 - 2017 (5 years)

Steve Kincaid Cpa

2012 - 2012 (< 1 year)

Thomas & Thomas Llp

Disclosures

Whitney Peterson 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started