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Laurie Bryn Pinner

Mustard Seed Wealth Management

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About Laurie Bryn Pinner

Laurie Pinner is an Investment Advisor Representative at Mustard Seed Wealth Management. Laurie is registered with the state of Arkansas. Laurie is also a registered Investment Advisor Representative with the state of Louisiana and Texas. Laurie has been in the financial services industry since 2012. Prior to joining Mustard Seed Wealth Management, Laurie worked at H.D. Vest Investment Services. Laurie has passed the Series 6, Series 65 and Series 66 exams. Laurie is a Registered Representative in the state of Arkansas. Laurie is a Certified Financial Planner. Laurie specializes in providing financial advice to individuals and families, including retirement planning, investment management, and college savings.

Firm Information

Laurie Pinner is currently registered with Mustard Seed Wealth Management. Mustard Seed Wealth Management is a registered investment advisor based in Magnolia, Arkansas. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. They have approximately $364 million in assets under management.
Mustard Seed Wealth Management

202 S. PINE

MAGNOLIA, AR 71753

$364.01M

Assets Under Management

26

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laurie Pinner’s Registration & Firm History

AR

11/25/2014 - Present

Mustard Seed Wealth Management (MAGNOLIA AR)

TX

10/29/2012 - 12/13/2013

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

IA

Issued 03/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie Bryn Pinner.
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