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Bethany Anne Lepage

Mosaic Family Wealth

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About Bethany Anne Lepage

Bethany Lepage is an investment advisor representative with Mosaic Family Wealth. Bethany has been working in the financial services industry since 2008. Bethany holds Series 6 and Series 63 licenses. Bethany specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, charitable organizations, corporations, and pension plans.

Firm Information

Bethany Lepage is currently registered with Mosaic Family Wealth. Mosaic Family Wealth, located in St. Louis, Missouri, is a registered investment advisor with over $1.4 billion in assets under management. The firm specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and credit, cash management, and insurance solutions. Mosaic Family Wealth caters to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Mosaic Family Wealth

1401 S. BRENTWOOD BLVD.

ST. LOUIS, MO 63144

$1.44B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

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Bethany Lepage’s Registration & Firm History

MO

06/14/2023 - Present

Mosaic Family Wealth (ST. LOUIS MO)

MO

08/15/2011 - 10/10/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (ST PETERS MO)

MO

05/21/2009 - 08/05/2011

LPL FINANCIAL LLC (CHESTERFIELD MO)

MO

10/22/2008 - 03/16/2009

PLANMEMBER SECURITIES CORPORATION (SUNSET HILLS MO)

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Licenses & Designations

IA

Issued 06/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bethany Anne Lepage.
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