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Jane-Ellen Marie Wolak

THE MOSAIC FINANCIAL GROUP, LLC·CHICAGO, Illinois
Series 63, Series 65Clean record25 years registeredTHE MOSAIC FINANCIAL GROUP, LLC
303 E. WACKER DRIVE, CHICAGO, IL 60601CRD# 2859788Firm CRD# 109816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jane-Ellen Marie Wolak · CHICAGO, IL
Registration
CRD #2859788 · THE MOSAIC FINANCIAL GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

THE MOSAIC FINANCIAL GROUP, LLC
Dec 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · December 1, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MOSAIC FINANCIAL GROUP, LLC
CRD 109816 · SEC 801-58120
AUM
$945M
Regulatory assets under management
Employees
23
589 client accounts
Services offered by THE MOSAIC FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE MOSAIC FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Jane-Ellen Marie Wolak offer?
Jane-Ellen Marie Wolak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Jane-Ellen Marie Wolak's credentials?
Jane-Ellen Marie Wolak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane-Ellen Marie Wolak located?
Jane-Ellen Marie Wolak is based in CHICAGO, Illinois, working with THE MOSAIC FINANCIAL GROUP, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jane-Ellen Marie Wolak charge for services?
Jane-Ellen Marie Wolak'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 THE MOSAIC FINANCIAL GROUP, LLC?
THE MOSAIC FINANCIAL GROUP, LLC has approximately 23 employees and manages $945M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE MOSAIC FINANCIAL GROUP, LLC

Timothy John Debruyne
CHICAGO, IL
Thomas James Jackson
CHICAGO, IL
Craig Douglas Stepnicka
CHICAGO, IL
Derrick J. Allen
CHICAGO, IL

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