Mosaic Financial Advisors, LLC
Mosaic Financial Advisors, LLC (CRD# 143206) is a financial advisory firm headquartered in , . They manage $71,191,588 in 220 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management71MILLION
Total Number of Accounts220ACCOUNTS
Average Account Value$323,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathryn Lund (CRD# 5119699) is an Investment Advisor Representative working at Mosaic Financial Advisors, LLC in Westford, MA and has over 12 years of experience in the finance industry. Kathryn Lund 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.