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Dylan Robert Burks

Mustard Seed Financial

Meridian, ID

CRD 8136263

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Employer firm

Mustard Seed Financial CRD 120514

$109M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING ON DSTS AND OPPORTUNITY ZONES

From the firm’s Form ADV. Read the guides:

Current Employers
Mustard Seed Financial

501 S. Main Street, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-12
  • ID RA
    APPROVED
    Since 2025-09-12

Branch Locations

501 S. Main Street, Meridian, ID 83642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Department Of Defense (Army) Colorado Springs CO 06/2016 Present
  • 06/2016 → Present
    Department Of Defense (Army)
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.

Nearby Investors

ROBERT WAYNE SCHELLING
Endika Iturburu
JOSEPH DENNIS SCHNEIDER

Nearby Offices

LPL FINANCIAL LLC · MERIDIAN, ID
OSAIC WEALTH, INC. · MERIDIAN, ID
LPL FINANCIAL LLC · Meridian, ID

More in Meridian, ID

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