THE MOSAIC FINANCIAL GROUP, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 109816). Regulatory assets under management: $948.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Jane-Ellen Marie Wolak | PARTNER | — |
| Derrick J Allen | PARTNER | — |
| Timothy John Debruyne | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| STRAMA KATHERINE ANNE | MEMBER | — |
| WOLAK JANE-ELLEN MARIE | MEMBER, CCO; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER (+1 more) | — |
| JACKSON THOMAS JAMES | MEMBER; PARTNER | — |
| STEPNICKA CRAIG DOUGLAS | DIRECTOR | — |
| WOLAK JANE-ELLEN | MEMBER; MEMBER, CCO | — |
| JACKSON THOMAS | MEMBER | — |
| HAGEDORN JAMES GERARD | MEMBER | — |
| WOLAK JANE | MEMBER | — |
| ALLEN LAURA J | PARTNER | — |
| DEBRUYNE TIMOTHY JOHN | PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Derrick J. Allen | PARTNER | — |