Tamra Wener has been Partner/Chief Compliance Officer of Mosaic Fi since July 2024, is a control person of the firm and directly owns between 25% and 50% of it.
Mosaic Fi LLC is a Lincolnshire, IL firm with $113M under management, 253 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Tammy Wener is Partner and Director of Financial Planning of Mosaicfi, based in Lincolnshire, Illinois. Wener has more than twenty years of financial planning experience and leads all financial planning at the firm. Together with Jenifer Aronson, Wener manages the firm's operations.
Tamra Wener’s longest registration was 8 years at RW Financial Planning, LLC (2016–2024). Before joining Mosaic Fi in 2024, Tamra Wener was registered through RW Financial Planning, LLC and Moller Financial Services.
- RW Financial Planning, LLC– · 8 yearsLincolnshire, IL · Adviser representative · Firm CRD 281878
- Moller Financial Services– · under a yearNorthfield, IL · Adviser representative · Firm CRD 110493
- Renew Financial Consulting, Inc.– · 4 yearsVernon Hills, IL · Adviser representative · Firm CRD 143648
Professional designations
Listed by Mosaic Fi
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tamra Wener is registered as an investment adviser representative in 4 states. The first approvals date from August 2024; the most recent is North Carolina, in March 2025.
- CaliforniaSince 17 September 2024
- IllinoisSince 29 August 2024
- North CarolinaSince 24 March 2025
- TexasSince 17 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 27 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2004 |
| Series 7 | General Securities Representative Examination | 12 August 2004 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tamra Rae Wener
- CRD
- 2286725
- Firm
- Mosaic Fi · CRD 169670
- Role
- Partner/Chief Compliance Officer
- Office
- 475 Half Day Rd., Suite 100, Lincolnshire, IL 60069
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosaicfi.com
Where does Tamra Wener work?
Tamra Wener has been Partner/Chief Compliance Officer of Mosaic Fi LLC since July 2024, and is a control person of the firm.
Is Tamra Wener a financial advisor?
Yes. Tamra Wener has a current investment-adviser registration in California, Illinois, North Carolina and Texas, through Mosaic Fi since August 2024.
How many years of experience does Tamra Wener have?
Tamra Wener has 16 years in the financial industry, since October 2010, across 4 adviser firms.
What exams has Tamra Wener passed?
Tamra Wener has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in August 2004.
Where did Tamra Wener work before Mosaic Fi?
Before Mosaic Fi, Tamra Wener was registered through Moller Financial Services, November 2014 to March 2015; Renew Financial Consulting, Inc., January 2010 to December 2014.
Where is Tamra Wener based?
Tamra Wener’s registered office is in Lincolnshire, IL.
Is Tamra Wener registered with FINRA?
No. Tamra Wener has no current broker registration.
Is Tamra Wener a CFP?
Mosaic Fi lists Tamra Wener with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tamra Wener’s record?
Search CRD 2286725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tamra Wener’s full registration record.