Brewster Wade Lindblad
Investment adviser representative at The Mosaic Financial Group, LLC
15 yearsExperience
1 stateRegistered in
$948.7MFirm assets
25 yearsFirm in business
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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
Experience
15 years in the industry.
- The Mosaic Financial Group, LLCFeb 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
The Mosaic Financial Group, LLC
$948.7MAssets managed
133Clients
9Advisers
25 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
- 6186331
- Firm CRD
- 109816