Mosaic Family Wealth
Mosaic Family Wealth (CRD# 317377) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,436,354,560 in 3,215 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,436MILLION
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Total Number of Accounts3,215ACCOUNTS
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Average Account Value$446,767
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IA, IL, KS, LA, MI, MO, NC, NV, NY, OH, OR, TX, WA, WI
Michelle Brown (CRD# 4390011) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 22 years of experience in the finance industry.
Tyler Campo (CRD# 5158076) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 17 years of experience in the finance industry.
Joseph Cella (CRD# 6109650) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 11 years of experience in the finance industry.
Duncan Highmark (CRD# 2707962) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 28 years of experience in the finance industry.
Brian Knapp (CRD# 5468889) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 15 years of experience in the finance industry.
Lance Lehmann (CRD# 6824815) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 6 years of experience in the finance industry.
Steven Rotello (CRD# 4228803) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 23 years of experience in the finance industry.
Larry Shikles (CRD# 2514155) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 29 years of experience in the finance industry.
James Steiner (CRD# 6146241) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 11 years of experience in the finance industry.
Sarah Wolk (CRD# 5281757) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 14 years of experience in the finance industry.