Brian D. Burks

MUSTARD SEED FINANCIAL

Meridian, ID 83642

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CRD#: 2339250

Professional summary

Brian Dennis Burks, who also goes by Brian D Burks, is a registered financial advisor currently at MUSTARD SEED FINANCIAL located in Meridian, Idaho.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brian has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian D Burks

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am an independant life insurance agent licensed in the state of Idaho. I am not affiliated with any agency but rather am a sole proprietor. This is not an investment related business. Address is my home address which is 2002 S. Ice Bear Way, Meridian, ID 83642. I have been licensed as a Life Agent since 2010. I provide comprehensive financial planning for my investment managment clients, so this business is an extention of service for my clients rather than a distraction. I spend approximatly 6 hours a month on life insurance responsibilities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Dennis Burks's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 19, 2019 - Present

MUSTARD SEED FINANCIAL

Office #1: 501 S. Main Street, Meridian, ID 83642

RIA

CRD#: 120514

Meridian, ID

Past

May 26, 1993 - December 3, 1994

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(8/29/2023)

IAR

Texas
(7/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/25/1993

General Securities Representative Examination

Current Firm

MUSTARD SEED FINANCIAL

CRD#: 120514 / SEC#:

Idaho

Registered Investment Advisory firm - (5/17/2002 Approved)

Oregon

Registered Investment Advisory firm - (2/22/2017 Approved)

Texas

Registered Investment Advisory firm - (7/19/2019 Conditional Restricted)

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Contact information

Main Address

501 S. Main Street, Meridian, ID 83642

Mailing Address

Phone number

(208) 899-8389

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	484
AUM (Assets Under Management)	$ 108,549,965

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian D. Burks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Dennis Burks's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUSTARD SEED FINANCIAL

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/1993

Series 63

Date: 6/5/1993

Series 7

Date: 5/25/1993

Current Firm

MUSTARD SEED FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MUSTARD SEED FINANCIAL

TRUST BUT VERIFY

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