Sarah Ann Wolk

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

• 06/2016 → 12/2021
  Mosaic Family Wealth, Llc
  St. Louis, MO
• 01/2022 → Present
  Mosaic Family Wealth Partners, Llc
  St. Louis, MO

Previous Registrations

• 2017-05-08 → 2022-01-03
  Mosaic Family Wealth, Llc
  St. Louis, MO

Other Businesses

INSURANCE SALES; SAME ADDRESS; NON-INVESTMENT RELATED; APPRX 10% OF TIME DURING THE MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-08
• S63 Uniform Securities Agent State Law Examination
  2010-01-28

Designations

• Certified Financial Planner

Other Names

• Sarah Ann Jackson