Frank Bradley Miller
Investment adviser representative at The Mosaic Financial Group, LLC
10 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
10 years in the industry.
- The Mosaic Financial Group, LLCDec 2020 to now
- Rink Management Services Corp.Sep 2019 to Apr 2020
- Anita Dee Yacht ChartersMay 2017 to Oct 2020
- Illinois Institute of TechnologyMar 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7781793
- Firm CRD
- 109816