Brian
Knapp
Mosaic Family Wealth
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About this Advisor
Brian Knapp is a certified financial planner based in Saint Louis, Missouri, with 1 year of industry experience. Knapp works at Mosaic Family Wealth. Their career trajectory has included roles at Edward D. Jones, Co, Td Ameritrade, Inc, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Mosaic Family Wealth, LLC and Mosaic Family Wealth Partners, LLC. Knapp maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. Mosaic Family Wealth is a business operating out of Saint Louis, MO. The firm has a total of 17 employees. It manages $1 billion in total assets among its 3,264 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 3,264 accounts, 49% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services are offered. However, fee types billed by Mosaic Family Wealth may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mosaic Family Wealth Brokerage Details
$1,243,834,700
17
3,264
$381,077
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Brian Knapp Work History
Brian has been registered as a financial advisor for 1 years.*
Mosaic Family Wealth Partners, LLC
Northwestern Mutual Wealth Management Company
Mosaic Family Wealth, LLC
Northwestern Mutual Investment Services, LLC
Td Ameritrade, Inc
Edward D. Jones, Co
*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 Brian Knapp 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 Mosaic Family Wealth
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
