Gregg M Cole
Investment adviser representative at Mosaic Wealth
26 yearsExperience
1 stateRegistered in
$2BFirm assets
4 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 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
26 years in the industry.
- Mosaic WealthMay 2025 to now
- Cole & Company PcNov 2000 to Apr 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8124058
- Firm CRD
- 317377