Mustard Seed Financial

Mustard Seed Financial (CRD# 120514) is a financial advisory firm headquartered in Meridian, ID. They manage $95,730,220 in 536 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
501 S. Main Street, Meridian, ID 83642
https://www.msfinancial.com/
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $178,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, OR, TX

Financial Advisors at Mustard Seed Financial
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Koehler, financial advisor Meridian ID
Matthew H. Koehler
CRD#: 5763021
501 S. Main Street, Meridian, ID 83642

Matthew Koehler (CRD# 5763021) is an Investment Advisor Representative working at Mustard Seed Financial in Meridian, ID and has over 13 years of experience in the finance industry.

2
Brian Burks, financial advisor Meridian ID
Brian D. Burks
CRD#: 2339250
501 S. Main Street, Meridian, ID 83642

Brian Burks (CRD# 2339250) is an Investment Advisor Representative working at Mustard Seed Financial in Meridian, ID and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals