Brewster
Lindblad
The Mosaic Financial Group, LLC
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About this Advisor
Brewster Lindblad is a financial advisor working in Chicago, Illinois, with 10 years of industry experience. Lindblad is currently employed by The Mosaic Financial Group, LLC. They have spent their complete time as a financial advisor at The Mosaic Financial Group, Llc. Lindblad has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Illinois. The Mosaic Financial Group, LLC is a financial advisory company that has its headquarters in Chicago, IL. It has a total of 22 advisors. It has $950 million in total assets between its 584 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to one charitable organizations. Of its 584 accounts, 98% belong to high-net-worth clients who have at least $1 million in assets available to invest. The Mosaic Financial Group, LLC performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees depend on which services are offered. Fee types billed by The Mosaic Financial Group, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mosaic Financial Group, LLC Brokerage Details
$950,020,326
22
584
$1,626,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brewster Lindblad Work History
Brewster has been registered as a financial advisor for 10 years.*
The Mosaic Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brewster Lindblad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Mosaic Financial Group, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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