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THE MOSAIC FINANCIAL GROUP, LLC
THE MOSAIC FINANCIAL GROUP, LLC
CHICAGO, Illinois
·
5 registered advisors
·
CRD# 109816
SEC# 801-58120
1
312-255-5490
01
Firm Overview
AUM
$945M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE MOSAIC FINANCIAL GROUP, LLC
5 registered advisors
Craig Douglas Stepnicka
CHICAGO, Illinois
CRD# 1958154
Derrick J. Allen
CHICAGO, Illinois
CRD# 6931796
Jane-Ellen Marie Wolak
CHICAGO, Illinois
CRD# 2859788
Thomas James Jackson
CHICAGO, Illinois
CRD# 2942842
Timothy John Debruyne
CHICAGO, Illinois
CRD# 4771785
05
Office Locations
CHICAGO, Illinois
5 advisors
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Data sourced from SEC Form ADV filings. THE MOSAIC FINANCIAL GROUP, LLC (CRD# 109816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.