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 15 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 17 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 7 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 3 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 20 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 22 years of experience in the finance industry.

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