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Kevin Lisch

Mosaic Family Wealth

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About Kevin Lisch

Kevin Lisch is an Investment Advisor Representative at Mosaic Family Wealth, a registered investment advisor in Missouri. Kevin has been in the industry for over 9 years, and is dedicated to providing his clients with personalized financial advice and guidance. Kevin is a Series 65 licensed advisor with a strong background in portfolio management for individuals and businesses. He specializes in developing financial plans that are tailored to meet the unique needs of each client. In addition to financial planning, Kevin provides credit, cash management, and insurance solutions to help clients achieve their financial goals.

Firm Information

Kevin Lisch 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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Kevin Lisch’s Registration & Firm History

MO

11/15/2023 - Present

Mosaic Family Wealth (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 11/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Lisch.
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