Kevin Lisch

Current Employers

Mosaic Wealth

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2023-11-15

MO RA
APPROVED

Since 2023-11-15

Branch Locations

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sydney Kings	Sydney		06/2016	05/2023
Mosaic Family Wealth	Brentwood	MO	06/2023	Present

06/2016 → 05/2023

Sydney Kings

Sydney
06/2023 → Present

Mosaic Family Wealth

Brentwood, MO

Other Businesses

BILLIKEN ATHLETICS HALL OF FAME COMMITTEE MEMBER SINCE 10/2023 NOT INVESTMENT RELATED FREEBURG COMMUNITY CONSOLIDATED SCHOOL DISTRICT 70 (FREEBURG GRADE SCHOOL) 7TH GRADE BOYS BASKETBALL COACH SINCE 08/2025 NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-15

S65 Uniform Investment Adviser Law Examination

2023-11-15

View on SEC IAPD

Current Employers

Mosaic Wealth

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews