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Minna Marjaana Green

Mustard Seed Wealth Management

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About Minna Marjaana Green

Minna Marjaana Green is a registered investment advisor representative with Mustard Seed Wealth Management, based in Magnolia, AR. Minna has been with Mustard Seed Wealth Management since August 2014. Minna holds a Series 63 and Series 65 license and specializes in financial planning, portfolio management for individuals and educational seminars. Prior to joining Mustard Seed Wealth Management, Minna was with INVESTMENT PROFESSIONALS, INC. in San Antonio, TX from 1998 to 2000. Minna has a total of 1617 accounts under management, with $364,014,879 in regulatory assets.

Firm Information

Minna Green 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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Minna Green’s Registration & Firm History

AR

01/04/2017 - Present

Mustard Seed Wealth Management (MAGNOLIA AR)

TX

11/19/1998 - 01/25/2000

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 10/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Minna Marjaana Green.
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