Brett
Brzeski
Mustard Seed Wealth Management
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About this Advisor
Brett Brzeski is a financial advisor operating in Texarkana, Texas who has 1 year of relevant experience. Brzeski is currently employed by Mustard Seed Wealth Management. Over the course of their career, they have held roles at Cattle Production and Kelly J. Brzeski Cpa. Brzeski holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Arkansas, Louisiana and Texas. Mustard Seed Wealth Management is an advisory firm based in Magnolia, AR. The company has offices in six locations and a total of 11 people on staff. It handles $313 million in assets under management across its 1,539 client accounts, making it one of 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 client accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Mustard Seed Wealth Management performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by Mustard Seed Wealth Management likely consist 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
Brett Brzeski Work History
Brett has been registered as a financial advisor for 1 years.*
Kelly J. Brzeski Cpa
Cattle Production
*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 Brett Brzeski 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
Hope, AR
Texarkana, TX
Magnolia, AR
Magnolia, AR
El Dorado, AR
Magnolia, AR
Magnolia, AR
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.
