Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Knapp is a financial advisor at Mosaic Family Wealth, a firm based in St. Louis, MO. Brian has been in the industry since 2008 and is a Certified Financial Planner. Brian has worked for several firms, including Edward Jones and Northwestern Mutual Investment Services, LLC, and has extensive experience in providing financial planning, portfolio management, and insurance solutions. Brian holds Series 7, 66, and SIE licenses. Brian is also licensed in Missouri to sell insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
01/04/2022 - Present
Mosaic Family Wealth (ST. LOUIS MO)
MO
05/01/2020 - 06/07/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
MO
11/21/2008 - 07/24/2018
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Knapp is the right advisor for you? Invested Better is here to help.
