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RIA / WealthAdvisorCertified Financial Planner22 years in industry

TAMRA RAE WENER

Advisor at MOSAIC FI LLC

LINCOLNSHIRE, IL | Lincolnshire, IL

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Search this name across graphsid dfx:ria:47983bdf-fb7c-e4bf-2be3-e4e253921993

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOSAIC FI LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 25, 2004
First registration: Jan 13, 2010
Dual registered: no
Other names: TAMRA R WENER
IAPD individual key: 2286725

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOSAIC FI LLC	Independent wealth	Aug 29, 2024	n/a	yes	LINCOLNSHIRE, IL\|Lincolnshire, IL	Current employment
RW FINANCIAL PLANNING, LLC	n/a	Jan 4, 2016	Dec 31, 2024	no	LINCOLNSHIRE, IL	Previous registration
MOLLER WEALTH PARTNERS	Independent wealth	Nov 19, 2014	Mar 27, 2015	no	NORTHFIELD, IL	Previous registration
RENEW FINANCIAL CONSULTING, INC.	n/a	Jan 13, 2010	Dec 31, 2014	no	VERNON HILLS, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RW FINANCIAL PLANNING, LLC	MOSAIC FI LLC	Dec 31, 2024	Aug 29, 2024	-124	Firm change after gap	Other
MOLLER WEALTH PARTNERS	RW FINANCIAL PLANNING, LLC	Mar 27, 2015	Jan 4, 2016	283	Firm change	Other
RENEW FINANCIAL CONSULTING, INC.	MOLLER WEALTH PARTNERS	Dec 31, 2014	Nov 19, 2014	-42	Firm change after gap	Other

Relationships

Registered with (4)

→ MOSAIC FI LLCRegistered adviserregistration: current employment
Aug 29, 2024 to presentfactForm ADV
→ RW FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to Dec 31, 2024factForm ADV
→ MOLLER WEALTH PARTNERSRegistered adviserregistration: previous registration
Nov 19, 2014 to Mar 27, 2015factForm ADV
→ RENEW FINANCIAL CONSULTING, INC.Registered adviserregistration: previous registration
Jan 13, 2010 to Dec 31, 2014factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Tamra Rae Wener left Rw Financial Planning, Llc for Mosaic Fi Llc (registered 2024-08-29)
Form ADVobserved 4 days ago