The Mosaic Financial Group, LLC

The Mosaic Financial Group, LLC (CRD# 109816) is a financial advisory firm headquartered in Chicago, IL. They manage $1,082,514,261 in 560 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,083
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $1,933,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, IL

Financial Advisors at The Mosaic Financial Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jane-ellen M. Wolak
CRD#: 2859788
1 East Erie, Suite 630, Chicago, IL 60611
96
Wealthminder
score

Jane-ellen Wolak (CRD# 2859788) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 19 years of experience in the finance industry. Jane-ellen Wolak 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
Timothy J. Debruyne
CRD#: 4771785
One East Erie Street, Suite 630, Chicago, IL 60611
93
Wealthminder
score

Timothy Debruyne (CRD# 4771785) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

3
Brian E. Dexl
CRD#: 5122256
1 East Erie, Suite 630, Chicago, IL 60611
93
Wealthminder
score

Brian Dexl (CRD# 5122256) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

4
Thomas J. Jackson
CRD#: 2942842
1 East Erie, Suite 630, Chicago, IL 60611
93
Wealthminder
score

Thomas Jackson (CRD# 2942842) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

5
Ryan T. Shaughnessy
CRD#: 4299081
330 N. Wabash, Suite 1650, Chicago, IL 60611
93
Wealthminder
score

Ryan Shaughnessy (CRD# 4299081) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

6
Craig D. Stepnicka
CRD#: 1958154
330 North Wabash, Suite 1650, Chicago, IL 60611
93
Wealthminder
score

Craig Stepnicka (CRD# 1958154) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 27 years of experience in the finance industry.

7
Brewster W. Lindblad
CRD#: 6186331
330 N. Wabash Avenue, Suite 1650, Chicago, IL 60611
89
Wealthminder
score

Brewster Lindblad (CRD# 6186331) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

8
Joseph G. Hetland
CRD#: 6334226
330 North Wabash, Suite 1650, Chicago, IL 60611
88
Wealthminder
score

Joseph Hetland (CRD# 6334226) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

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