Ronald Jack Deinlein
Investment adviser representative at Mosaic Wealth Management LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$285MFirm assets
Are you Ronald Jack Deinlein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Mosaic Wealth Management LLCApr 2026 to now
- Raymond James & Associates, Inc.Feb 2009 to Apr 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Mosaic Wealth Management LLC
$285MAssets managed
199Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2130276
- Firm CRD
- 340681