Mosaic Family Wealth, LLC

Mosaic Family Wealth, LLC (CRD# 170923) is a financial advisory firm headquartered in Saint Louis, MO. They manage $361,000,000 in 1,533 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    1,533
    ACCOUNTS
  • Average Account Value
    $235,486
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MO, TX

Financial Advisors at Mosaic Family Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michelle K. Brown
CRD#: 4390011
1401 South Brentwood Boulevard, Suite 630, Saint Louis, MO 63144
90
Wealthminder
score

Michelle Brown (CRD# 4390011) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry. Michelle Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barbi J. Charleville
CRD#: 2536021
1401 South Brentwood Boulevard, Suite 630, Saint Louis, MO 63144
90
Wealthminder
score

Barbi Charleville (CRD# 2536021) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. Barbi Charleville has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Darlene M. Smith
CRD#: 5622868
1401 South Brentwood Boulevard, Suite 630, Saint Louis, MO 63144
90
Wealthminder
score

Darlene Smith (CRD# 5622868) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.

4
James R. Steiner
CRD#: 6146241
1401 S. Brentwood Blvd., Suite 630, Saint Louis, MO 63144
90
Wealthminder
score

James Steiner (CRD# 6146241) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.

5
Duncan S. Highmark
CRD#: 2707962
1401 S. Brentwood Blvd., Suite 630, Saint Louis, MO 63144
86
Wealthminder
score

Duncan Highmark (CRD# 2707962) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry. Duncan Highmark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Larry K. Shikles
CRD#: 2514155
1401 S. Brentwood Blvd., Suite 630, Saint Louis, MO 63144
83
Wealthminder
score

Larry Shikles (CRD# 2514155) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.