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Christopher Hays Meador

Advisor at Mosaic Wealth Management LLC — Bloomington, IN

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Bloomington, IN 47401

Mosaic Wealth Management LLC

Supported

Total advisors

2

Clients per advisor

100 Very High

Avg AUM per client

$1,432,161 High

HNW client ratio

39% High

About

Christopher Meador is a financial advisor at Mosaic Wealth Management LLC in Bloomington, IN, holding Series 63 and Series 66 credentials with 13 years of industry experience. He previously worked at Raymond James & Associates, Financial Engines Advisors, and Morgan Stanley. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management, adviser selection, and participation as a portfolio manager in a Raymond James-sponsored wrap fee program. The firm employs strategies based on fundamental analysis, modern portfolio theory, and quantitative and technical analysis, primarily implementing through mutual funds and ETFs.

Client services

Based on Mosaic Wealth Management LLC

Portfolio management Selection of other advisers

Expertise

Based on Mosaic Wealth Management LLC

Options & derivatives strategies Real estate investing

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Percentage

Standard asset-based fee charged by MWM; specific percentage rate not stated, varies by client and includes additional fees to third-party advisers in selection of other advisers services.

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Fee-only: Fees are charged as a percentage of assets under management; MWM does not accept commissions.

Location

Bloomington, IN

463 South Park Ridge Road, #102

Bloomington IN 47401

Advisors at this office

2

Most active in

Indiana · Texas

Work history

13 years of industry experience

Mosaic Wealth Management LLC

2026 - Present • 1 year

Bloomington, IN

Raymond James & Associates

2019 - 2026 • 7 years

Bloomington, IN

Financial Engines Advisors

2015 - 2019 • 4 years

Greenwood, IN

Morgan Stanley

2010 - 2011 • 1 year

Indianapolis, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Justin T

Series 65

Ellettsville, IN

Truell Financial LLC

Justin Truell is the sole advisor at Truell Financial LLC, an independent registered investment adviser based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked at Cook Medical Group and GO Express Travel, among other positions. Truell Financial LLC serves a small number of clients including individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary asset management and financial planning, utilizing a range of analytical methods and investment vehicles such as stocks, bonds, ETFs, options, and mutual funds, with an investment approach that includes strategic to tactical asset allocation and the use of leverage and derivatives.

Options & derivatives strategies Active portfolio management
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Zhuohua H

CFA®

Bloomington, IN

Mulberry Investors LLC

Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.

Active portfolio management Concentrated stock management
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Ryan S

Series 65

Bloomington, IN

The Shield Finance

Ryan Skaggs is the sole advisor at The Shield Finance, an independent firm based in Bloomington, IN. He holds a Series 65 designation and has entered the financial advisory field in 2025. Skaggs has a concurrent career with the Indiana University Police Department, where he has served since 2011. He is also a published author. The Shield Finance is a fee-only advisory firm specializing in serving first responders and their families. The firm offers investment management, financial planning, and an educational coaching program, using a combination of passive and active strategies and providing services tailored to clients’ career stages and financial needs.

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Public Service Employee Executive Young Professionals Mid-Career Professionals Approaching retirement
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John B

Series 65

Bloomington, IN

Above & Beyond Investments, LLC

John Burton is a financial advisor at Above & Beyond Investments, LLC in Bloomington, IN, holding a Series 65 designation with 11 years of industry experience. He also owns and manages Liberty Tax Service and works as an independent insurance agent through The Burton Group, offering fixed annuities, life insurance, and other insurance products. Above & Beyond Investments, LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, small businesses, trusts, estates, and charitable organizations. The firm offers portfolio management tailored to clients’ goals and risk tolerance, with options for direct management or use of third-party managers and co-advisors, and supports clients with ongoing planning and periodic reviews.

Founder/Business Owner
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Kinder D

Series 65

Nashville, IN

Kinder Financial Services

Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

Wealth management
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Zachary R

Series 65

Bloomington, IN

Beacon Financial Planning

Zachary Rader is a financial advisor at Beacon Financial Planning in Bloomington, IN. He holds a Series 65 designation and has been with Beacon Financial Planning since 2025. Prior to his advisory role, he worked at Target, Inc. as a specialty sales consultant and has experience teaching at Global Vision Christian School in South Korea. Beacon Financial Planning provides fee-only financial planning and customized investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a tactical allocation approach with fundamental and cyclical analysis and offers a hybrid advisory model combining fixed-fee and hourly planning with asset-based management.

Tax-loss harvesting Active portfolio management Income planning
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