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Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RD

Ronald J. Deinlein

MOSAIC WEALTH MANAGEMENT
BLOOMINGTON, IN 47401
Some features on this profile are disabled
CRD#: 2130276
RD

Professional summary

Ronald Jack Deinlein JR, CFP®, who also goes by Jack Deinlein, is a registered financial advisor currently at MOSAIC WEALTH MANAGEMENT LLC located in Bloomington, Indiana.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Ronald has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Deinlein

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Jack Deinlein JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

April 2, 2026 - Present

MOSAIC WEALTH MANAGEMENT LLC

Office #1: 463 South Park Ridge Road #102, Bloomington, IN 47401
RIA
CRD#: 340681
BLOOMINGTON, IN
Past

February 19, 2009 - April 2, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BLOOMINGTON, IN
Past

February 19, 2009 - April 2, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BLOOMINGTON, IN
Past

February 9, 2006 - February 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BLOOMINGTON, IN
Past

February 9, 2006 - February 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BLOOMINGTON, IN
Past

February 3, 1999 - February 16, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
BLOOMINGTON, IN
Past

March 22, 1991 - February 16, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(4/2/2026)
IAR
Texas
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/5/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/17/1999
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

MW
MOSAIC WEALTH MANAGEMENT LLC
MOSAIC WEALTH MANAGEMENT LLC | MOSAIC WEALTH MANAGEMENT, LLC

CRD#: 340681 / SEC#: 801-135517

RIA
Registered Investment Advisory firm - (3/9/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
463 South Park Ridge Road #102, Bloomington, IN 47401
Mailing Address
Phone number
(812) 333-3275
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- MOSAIC WEALTH MANAGEMENT LLC (2/9/2026)
WRAP FEE BROCHURE- MOSAIC WEALTH MANAGEMENT LLC (2/9/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOSAIC WEALTH MANAGEMENT LLC

CRD#: 340681Bloomington, IN 47401

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