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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

Mosaic Wealth Management LLC

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Options & derivatives strategies Real estate investing
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Christopher M

Series 63, Series 66

Bloomington, IN

Mosaic Wealth Management LLC

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.

Options & derivatives strategies Real estate investing
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