Robert Michael Potter

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

• 05/2018 → 07/2018
  Promotional Consultants Inc
  Chesterfield, MO
• 01/2014 → 12/2023
  Student
  Saint Louis, MO
• 05/2022 → 01/2023
  Mosaic Family Wealth
  Saint Louis, MO
• 01/2023 → 01/2024
  Mosaic Family Wealth
  Saint Louis, MO
• 01/2024 → Present
  Mosaic Family Wealth
  Saint Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-16