Gail Marie Wild

Employer firm

Mosaic Wealth CRD 317377

$2.04B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 12/2021
  Mosaic Family Wealth, Llc
  Saint Louis, MO
• 02/2017 → 01/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2022 → Present
  Mosaic Family Wealth Partners, Llc
  St. Louis, MO

Previous Registrations

• 2020-06-26 → 2022-01-04
  Mosaic Family Wealth, Llc
  St. Louis, MO
• 2011-07-20 → 2015-03-05
  Morgan Stanley
  Chesterfield, MO

Other Businesses

1. FOUR RENTAL PROPERTIES 524, 526, 528, 530 ALL ON EAST SOUTH 2ND STREET, RED BUD IL AND RUMA IL; CO-OWN WITH SPOUSE; 0 HRS/MONTH; 0 HRS DURING TRADING; 4 UNIT APARTMENT BUILDING RENTED MONTHLY. AT THIS TIME, I AM UNAWARE THAT ANY TENANTS ARE MFWP CLIENTS OR PROSPECTS; 7/2009. 2. MARY KAY; NOT INVESTMENT RELATED; 11299 N PRAIRIE ROAD, RED BUD, IL. 62278; INDEPENDENT BEAUTY CONSULTANT; 3 HOURS OUTSIDE OF TRADING HOURS; RESALE OF BEAUTY PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-26
• S63 Uniform Securities Agent State Law Examination
  2000-01-11

Other Names

• Gail Wild