Brian Jacob Knapp
Investment adviser representative at Mosaic Wealth
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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 assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Mosaic WealthJan 2022 to now
- Mosaic Family Wealth Partners, LLCJan 2022 to now
- Mosaic Family Wealth, LLCJun 2021 to Dec 2021
- Northwestern Mutual Wealth Management CompanyApr 2021 to Jun 2021
- Northwestern Mutual Investment Services, LLCJan 2020 to Apr 2021
- TD Ameritrade, Inc.Jul 2018 to Feb 2020
- Edward D. Jones, Co.Dec 2007 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mosaic Wealth
Legal name: Mosaic Family Wealth Partners, LLC
$2BAssets managed
807Clients
19Advisers
4 yearsIn 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
- 5468889
- Firm CRD
- 317377