SW
Sarah Wolk
from Mosaic Family Wealth
Sarah Wolk is a financial advisor based in Missouri, St. Louis,
with 17 years of experience. Sarah currently works for
Mosaic Family Wealth.
Sarah maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sarah Wolk works at Mosaic Family Wealth
Mosaic Family Wealth is a financial advisory firm based in St. Louis, Missouri. It currently has approximately $1,187,078,387 of assets under management and employs about 17 people. Mosaic Family Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, frs and ftcs..
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees and revenue sharing with our affiliates, frs and ftcs.
Office location
1401 S. Brentwood Blvd., Suite 630, St. Louis, Missouri, 63144
Advisor can help with
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