Financial ADVSR advisor directory · SEC adviser records
Mosaic Wealth financial advisors in St. Louis, MO
Every SEC-registered investment adviser representative at a Mosaic Wealth office in St. Louis, A to Z.
The short answer
15 registered advisors work at Mosaic Wealth in St. Louis, out of 17 at the firm nationwide; it ranks number 19 in the city by advisors. 4 list the CFP designation and 1 are also registered broker representatives.
Mosaic Wealth advisors in St. Louis, A to Z
Every Mosaic Wealth advisor →- Michelle K. BrownCertified Financial Planner
- Tyler CampoChartered Financial Consultant
- Manson T. ClementInvestment adviser rep
- Gregg M. ColeInvestment adviser rep
- Duncan S. HighmarkCertified Financial Planner · Also a broker rep
- Brian J. KnappCertified Financial Planner
- Lance D. LehmannChartered Financial Analyst
- Bethany A. LepageInvestment adviser rep
- John A. LintonInvestment adviser rep
- Kevin LischInvestment adviser rep
- Robert M. PotterInvestment adviser rep
- Larry K. ShiklesInvestment adviser rep
- James R. SteinerInvestment adviser rep
- Gail M. WildInvestment adviser rep
- Sarah A. WolkCertified Financial Planner
Mosaic Wealth advisors in every city and state →Mosaic Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mosaic Wealth advisors in other cities
Other firms in St. Louis
All St. Louis advisors →Edward Jones 1,691Wells Fargo Clearing Services, LLC 712Benjamin F. Edwards & Company, Inc. 326Wells Fargo Advisors Financial Network, LLC 322Stifel, Nicolaus & Company, Incorporated 198Moneta Group Investment Advisors, LLC 183Focus Partners Wealth, LLC 169Nisa Investment Advisors, LLC 75Krilogy 52Cetera Investment Advisers LLC 51Huntleigh Advisors, Inc. 42LPL Financial LLC 41
Questions
How many financial advisors does Mosaic Wealth have in St. Louis?
15 investment adviser representatives are registered at Mosaic Wealth offices in St. Louis, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.
Is Mosaic Wealth one of the largest advisor employers in St. Louis?
Mosaic Wealth ranks number 19 in St. Louis by registered advisors; Edward Jones has the most, with 1,691.
How do I check a Mosaic Wealth advisor in St. Louis?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mosaic Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.