Unclaimed Profile

Kevin Marc Gahagan

MOSAIC FINANCIAL PARTNERS, INC.·SAN FRANCISCO, California

Series 2, Series 6, Series 63Clean record22 years registeredMOSAIC FINANCIAL PARTNERS, INC.

140 GEARY STREET, 6TH FLOOR, SAN FRANCISCO, CA 94108CRD# 2591527Firm CRD# 105180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Marc Gahagan · SAN FRANCISCO, CA

Registration

CRD #2591527 · MOSAIC FINANCIAL PARTNERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOSAIC FINANCIAL PARTNERS, INC.

WEALTHSPIRE ADVISORS

Aug 2024 – Dec 2025

San Rafael, CA

WEALTHSPIRE ADVISORS

Oct 2018 – Sep 2024

SAN RAFAEL, CA

BENIVEST, INC.

Dec 2005 – Jan 2009

SAN FRANCISCO, CA

MOSAIC FINANCIAL PARTNERS, INC.

Sep 2003 – Oct 2018

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Registration record

First registered · September 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSAIC FINANCIAL PARTNERS, INC.

CRD 105180 · SEC 801-33740

AUM

$623M

Regulatory assets under management

Employees

264 client accounts

Services offered by MOSAIC FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOSAIC FINANCIAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Marc Gahagan offer?

Kevin Marc Gahagan specializes in Financial Planning, Investment Management.

What are Kevin Marc Gahagan's credentials?

Kevin Marc Gahagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Marc Gahagan located?

Kevin Marc Gahagan is based in SAN FRANCISCO, California, last registered with MOSAIC FINANCIAL PARTNERS, INC..

How does Kevin Marc Gahagan charge for services?

Kevin Marc Gahagan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSAIC FINANCIAL PARTNERS, INC.?

MOSAIC FINANCIAL PARTNERS, INC. has approximately 19 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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