David Mason, financial advisor Colorado Springs CO
93 score

David Mason

CRD Number: 4595252
Current Firm: Bkd Wealth Advisors, LLC

David Mason (CRD# 4595252) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bkd Wealth Advisors, LLC Colorado Springs, CO Sep 2014 - Current 2
Bkd, LLP Fort Wayne, IN Jun 2001 - Current 15
Bkd Wealth Advisors LLC Fort Wayne, IN Jun 2002 - Oct 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for David S. Mason
Phone Number: 417.866.5822
Firm Website: http://www.bkdwa.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,618
    MILLIONS
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $729,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MO, MS, NC, NE, OH, OK, OR, PA, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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