Zachary
Talley

Mustard Seed Wealth Management

CRD#5477904
Investment Advisor
in Magnolia, AR

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About this Advisor

Zachary Talley is a financial advisor operating in Magnolia, Arkansas, with 13 years of professional experience. Talley is an employee of Mustard Seed Wealth Management. They have spent all of their employment at Mustard Seed Wealth Management. Talley holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Arkansas and Louisiana. Mustard Seed Wealth Management is a registered investment company that has its headquarters in Magnolia, Arkansas. The company has offices in four locations and a total of 10 people on staff. It administers $264 million in assets under management across its 1,218 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to 29 charities and foundations. Of its 1,218 accounts, 16% are held by high-net-worth individuals who have at least $1 million in investable assets. Mustard Seed Wealth Management offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees are based on which services are provided. Fees billed by Mustard Seed Wealth Management may include asset-based and hourly fees.

Certifications and Registrations

Series 65

Years of Experience

13 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

Zachary Talley Work History

Zachary has 13 years of experience.

2007 - Present (14 years)

Mustard Seed Financial, LLC

Disclosures

Zachary Talley 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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