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Advisors near 71754
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Kory W
Series 63, Series 66
Magnolia, AR
Waller Wealth Management, LLC
Kory Waller is the principal of Waller Wealth Management, LLC, an independent advisory firm based in Magnolia, Arkansas. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including a long tenure with LPL Financial, LLC. Waller Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and supervisory management of held-away retirement accounts. The firm employs a range of investment strategies and analytical methods to create tailored plans based on client goals, risk tolerances, and time horizons.
Angela G
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Angela Glass is a Series 65 licensed financial advisor with Mustard Seed Wealth Management in Monroe, LA, where she has worked since 2005. She has 17 years of industry experience. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.
James A
CFP®, Series 65
Magnolia, AR
Mustard Seed Wealth Management
James Ashby is a CFP® professional with 23 years of industry experience, currently serving at Mustard Seed Wealth Management since 2003. He also operates a sole proprietorship, J. David Ashby, which he has maintained since 1997. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm emphasizes long-term, asset-allocation strategies supported by low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.
Kirk R
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Kirk Reardon is a financial advisor at Mustard Seed Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Mayo Manufacturing Corp. for nine years. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and manages over $413 million in assets.
Zachary T
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Zachary Talley is a financial advisor at Mustard Seed Wealth Management in Magnolia, AR, holding a Series 65 designation with 18 years of industry experience. He has been with Mustard Seed Wealth Management since 2008. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds.
Laurie P
Series 65, Series 66
Magnolia, AR
Mustard Seed Wealth Management
Laurie Pinner is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Mustard Seed Wealth Management since 2013. Outside of her advisory role, she is a 50% owner of a commercial rental business in Hope, Arkansas. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in regulatory assets.
Jonathan B
CFP®, Series 65
Magnolia, AR
Mustard Seed Wealth Management
Jonathan Baird is a CFP® professional with 20 years of experience in financial advising. He is a team member at Mustard Seed Wealth Management, where he has worked since 2013, and also serves as Chief Financial Officer at Peoples Bank, overseeing risk management and the bank’s bond investment portfolio. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach rooted in Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and offers both discretionary and non-discretionary management alongside written financial plans.
Ashton Y
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Ashton Yarbrough is a financial advisor at Mustard Seed Wealth Management in El Dorado, Arkansas. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the firm, Ashton worked in student affairs at Southern Arkansas University and has experience with Murphy USA and Southern Turf Co. He is also currently affiliated with Southern Arkansas University. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach using low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.
Minna G
Series 63, Series 65
Magnolia, AR
Mustard Seed Wealth Management
Minna Green is a financial advisor at Mustard Seed Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mustard Seed Wealth Management since 2014. The firm provides portfolio management and comprehensive financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and businesses. Mustard Seed Wealth Management employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.
Jennifer S
Series 66
Magnolia, AR
Ameriprise
Jennifer Schuster is a financial advisor with Ameriprise in El Dorado, Arkansas, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
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Advisors near 71754
Out of 400,000+ nationwide