Mason Fox, financial advisor Joplin MO

Mason Fox

CRD Number: 7688340
Current Firm: U.s. Bancorp Investments, Inc.

Mason Fox (CRD# 7688340) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Joplin, MO and has 1 year of experience in the finance industry.

Similar Advisors
Alex Acupan, financial advisor Joplin MO
Alex V. Acupan
CRD# 4119891
Edward Jones
Similar Advisors
Matthew Alcorn, financial advisor Joplin MO
Matthew S. Alcorn
CRD# 6242965
Edward Jones
Similar Advisors
George Barberich, financial advisor Joplin MO
George M. Barberich
CRD# 2684147
Osaic Wealth, Inc.
Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Joplin, MO Nov 2023 - Current < 1
Nomad Brew Joplin, MO Sep 2021 - Current 2
U.s. Bancorp Investments, Inc. Joplin, MO Jun 2023 - Nov 2023 < 1
Missouri Southern State University Joplin, MO Aug 2020 - May 2023 2
Northwestern Mutual Springfield, MO Dec 2022 - Apr 2023 < 1
Serc Physical Therapy Joplin, MO Dec 2020 - May 2021 < 1
Harps Grocery Store Carl Junction, MO Jan 2020 - May 2020 < 1
Carl Junction School K-12 Carl Junction, MO Aug 2012 - May 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Mason C. Fox
Phone Number: 800-888-4700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.