Advisor at Mosaic Wealth Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Millington, TN 38053
Credentials
CFP®, Series 66
Industry experience
12 years
Stacy Barrom is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Mosaic Wealth Consultants, Inc. She has worked at several firms including Coastal Investment Advisors, Calton & Associates, and FSC Securities Corporation. Outside of her advisory role, she coaches and referees volleyball for a local club. Mosaic Wealth Consultants is an independent, solo-advisor firm that provides asset management, financial planning, and consulting services to individual investors, business owners, and other entities. The firm’s investment approach incorporates client-specific goals, risk tolerance, and time horizons, utilizing techniques such as fundamental and technical analysis and modern portfolio theory.
Based on Mosaic Wealth Consultants, Inc.
Financial planning services offered at a flat fee of $4,000
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.85% annually $5,000,000.01+: 0.75% annually
Account minimum: $50,000 (may be lowered or waived in certain instances)
731 Ray Bluff Rd
Millington, TN 38053
Tennessee · Texas
Mosaic Insurance Group, Inc.
2023 - Present (3 years)
Mosaic Wealth Consultants, Inc.
2022 - Present (4 years)
Mosaic Wealth Consultants, Inc.
2022 - Present (4 years)
Coastal Investment Advisors, Inc.
2021 - 2022 (1 year)
Coastal Equities, Inc.
2021 - 2022 (1 year)
Calton & Associates, Inc.
2017 - 2021 (4 years)
Stacy Barrom Sole Proprietor
2015 - Present (11 years)
FSC securities corporation
2013 - 2017 (4 years)
FSC securities corporation
2013 - 2017 (4 years)
Radian Partners
2013 - 2016 (3 years)
H&r Block
2009 - Present (17 years)
TSSAA, PAVO, USAV
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Millington, TN
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Series 66
Millington, TN
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Atoka, TN
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Millington, TN
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Janette Lookadoo is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. She has worked with First Horizon Advisors, Inc. and First Tennessee Brokerage, Inc. for over two decades. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
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