Tamra Rae Wener
Investment adviser representative at Mosaic Fi LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$112.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mosaic Fi LLCJul 2024 to now
- Rw Finanical Planning, LLCJun 2015 to now
- Rivkin & Rivkin, LLCJul 2014 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 4 states (CA, IL, NC, TX).
Mosaic Fi LLC
$112.8MAssets managed
253Clients
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
- 2286725
- Firm CRD
- 169670