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).
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Total Assets Under Management945MILLION
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Total Number of Accounts589ACCOUNTS
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Average Account Value$1,604,472
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, IL
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.
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.
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.
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.
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.
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.
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.
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.