Brian Dennis Burks

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → Present
  Burks Wealth Managment Dba Mustard Seed Financial
  Meridan, ID

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-05
• S65 Uniform Investment Adviser Law Examination
  1993-06-05

Other Names

• Brian D Burks