Larry Shikles
Larry Shikles is a registered investment advisor at Mosaic Wealth, based in St. Louis, MO, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 722 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mosaic Wealth charges a percentage of your portfolio's value as a wealth management fee, up to a maximum of 1.50% annually, paid quarterly in advance. The fee is based on the market value of the assets they manage. Fees are negotiable. For certain clients, Mosaic Wealth charges an advisory fee for services provided with respect to held-away accounts.
Location
1401 S. Brentwood Blvd., Suite 630, St. Louis, MO, 63144
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Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Larry is a passive investor in HSM Wealth Partners LLC, a venture capital firm, and spends minimal time on this. He also services existing fixed insurance policies, dedicating minimal time, and is involved with the Fellowship of Christian Athletes as a board member and Vice President, spending a few hours per week.
Employment History
Current Registrations
Mosaic Wealth
Previous Registrations
Mosaic Family Wealth, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.