Minna M. Green

MUSTARD SEED WEALTH MANAGEMENT

Magnolia, AR 71753

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CRD#: 3115880

Professional summary

Minna Marjaana Green, who also goes by Minna Marjana Green, Minna Pollari, is a registered financial advisor currently at MUSTARD SEED WEALTH MANAGEMENT located in Magnolia, Arkansas.

Minna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Minna 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

Minna Marjana Green | Minna Pollari

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Minna Marjaana Green's CRS (Customer Relationship Summary).

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

October 6, 2014 - Present

MUSTARD SEED WEALTH MANAGEMENT

Office #1: 202 S. Pine, Magnolia, AR 71753

RIA

CRD#: 117737

Magnolia, AR

Past

November 19, 1998 - January 25, 2000

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MUSTARD SEED WEALTH MANAGEMENT

ASHBY, JAMES DAVID | MUSTARD SEED WEALTH MANAGEMENT | MUSTARD SEED FINANCIAL, LLC

CRD#: 117737 / SEC#: 801-66155

RIA

Registered Investment Advisory firm - (5/2/2006 Approved)

Arkansas

Registered Investment Advisory firm - (5/3/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arkansas
(10/6/2014)

IAR

Louisiana
(11/25/2014)

IAR

Texas
(1/4/2017)

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: 10/6/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/9/1998

General Securities Representative Examination

Current Firm

MUSTARD SEED WEALTH MANAGEMENT

ASHBY, JAMES DAVID | MUSTARD SEED WEALTH MANAGEMENT | MUSTARD SEED FINANCIAL, LLC

CRD#: 117737 / SEC#: 801-66155

RIA

Registered Investment Advisory firm - (5/2/2006 Approved)

Arkansas

Registered Investment Advisory firm - (5/3/2006 Terminated)

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Contact information

Main Address

202 S. Pine, Magnolia, AR 71753

Mailing Address

Phone number

(870) 234-1618

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MUSTARD SEED FORM ADV PART 2A (2/20/2025)

Regulatory assets under management

Total Number of Accounts	1,619
AUM (Assets Under Management)	$ 413,567,032

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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Minna M. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Minna Marjaana Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUSTARD SEED WEALTH MANAGEMENT

INVESTMENT PROFESSIONALS, INC.

Primary Firm SEC Registration

MUSTARD SEED WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2014

Series 63

Date: 12/18/1998

Series 7

Date: 11/9/1998

Current Firm

MUSTARD SEED WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MUSTARD SEED WEALTH MANAGEMENT

TRUST BUT VERIFY

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