The Mosaic Financial Group, LLC

The Mosaic Financial Group, LLC (CRD# 109816) is a financial advisory firm headquartered in Chicago, IL. They manage $945,033,715 in 589 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    945
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $1,604,472
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
  • 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
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
Timothy J. Debruyne
CRD#: 4771785
One East Erie Street, Suite 630, Chicago, IL 60611

Timothy Debruyne (CRD# 4771785) 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.

2
Joseph G. Hetland
CRD#: 6334226
330 North Wabash, Suite 1650, Chicago, IL 60611

Joseph Hetland (CRD# 6334226) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

3
Brewster W. Lindblad
CRD#: 6186331
330 N. Wabash Avenue, Suite 1650, Chicago, IL 60611

Brewster Lindblad (CRD# 6186331) 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
Ryan T. Shaughnessy
CRD#: 4299081
330 N. Wabash, Suite 1650, Chicago, IL 60611

Ryan Shaughnessy (CRD# 4299081) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

5
Jane-ellen M. Wolak
CRD#: 2859788
1 East Erie, Suite 630, Chicago, IL 60611

Jane-ellen Wolak (CRD# 2859788) 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.

6
Derrick J. Allen
CRD#: 6931796
303 E. Wacker Drive, Suite 1675, Chicago, IL 60601

Derrick Allen (CRD# 6931796) 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.

7
Frank B. Miller
CRD#: 7781793
303 E. Wacker Drive, Suite 1675, Chicago, IL 60601

Frank Miller (CRD# 7781793) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
Collin J. Wegener
CRD#: 7785372
303 E. Wacker Drive, Suite 1675, Chicago, IL 60601

Collin Wegener (CRD# 7785372) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.

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