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Tamra Rae Wener

Mosaic FI LLC

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About Tamra Rae Wener

Tamra Wener is a financial advisor with over 20 years of experience in the industry. Tamra is currently registered with Mosaic FI LLC. Tamra has been with Mosaic FI LLC since July 2024 and has held previous roles with M HOLDINGS SECURITIES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tamra holds the Series 7, 24, and 63 licenses. She is a Certified Financial Planner™ and has a strong focus on individual and family wealth management. Tamra is committed to providing her clients with personalized financial planning services to help them achieve their goals.

Firm Information

Tamra Wener is currently registered with Mosaic FI LLC. Mosaic FI LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals and high net worth individuals. Mosaic FI has approximately $74,204,818 in assets under management and manages 229 accounts. The firm has 2 investment advisor representatives and 1 adviser rep for other investment advisers.

$74.20M

Assets Under Management

3

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Tamra Wener’s Registration & Firm History

IL

09/17/2024 - Present

Mosaic FI LLC (LINCOLNSHIRE IL)

IL

08/13/2004 - 04/04/2006

M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)

NY

10/30/1992 - 11/07/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2004

Series 24 - General Securities Principal Examination

BC

Issued 08/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tamra Rae Wener.
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