Brian Jacob Knapp

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

• 12/2007 → 07/2018
  Edward D. Jones, Co.
  St. Louis, MO
• 07/2018 → 02/2020
  Td Ameritrade, Inc.
  St Louis, MO
• 01/2020 → 04/2021
  Northwestern Mutual Investment Services, Llc
  St. Louis, MO
• 04/2021 → 06/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2021 → 12/2021
  Mosaic Family Wealth, Llc
  Des Peres, MO
• 01/2022 → Present
  Mosaic Family Wealth Partners, Llc
  St. Louis, MO

Previous Registrations

• 2021-07-13 → 2022-01-03
  Mosaic Family Wealth, Llc
  St. Louis, MO
  St. Louis, MO
• 2020-04-17 → 2021-06-07
  Northwestern Mutual Investment Services, Llc
  Saint Louis, MO
• 2018-08-17 → 2020-02-22
  Td Ameritrade Investment Management, Llc
  St Louis, MO
• 2009-03-10 → 2018-07-24
  Edward Jones
  St. Louis, MO

Other Businesses

Licensed insurance sales conducted from 1401 South Brentwood Boulevard, Suite 630, St. Louis, MO 63144, USA.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-06

Designations

• Certified Financial Planner

Other Names

• Brian Knapp
• Brian J Knapp