Mason Paulus (CRD# 6692386) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delaware Distributors, LP | Philadelphia, PA | Jun 2021 - Current | 2 |
| Macquarie Investment Management | Philadelphia, PA | Jun 2021 - Current | 2 |
| Creative Planning, LLC | Overland Park, KS | May 2021 - Jun 2021 | < 1 |
| Waddell & Reed Inc. | Overland Park, KS | May 2020 - Apr 2021 | < 1 |
| Ivy Distributors Inc. | Shawnee Mission, KS | Apr 2020 - Apr 2021 | 1 |
| Rolland Studios, Inc. | Raytown, MO | Feb 2020 - Apr 2020 | < 1 |
| Merrill Lynch Bank Of America | Leawood, KS | May 2018 - Feb 2020 | 1 |
| Morgan Stanley | Kansas City, MO | Aug 2016 - May 2018 | 1 |
| Student | Kansas City, MO | May 2008 - May 2018 | 10 |
| Mvp Law Firm | Kansas City, KS | Aug 2015 - Sep 2016 | 1 |
| Sprint Telecommunications | Overland Park, KS | May 2016 - Aug 2016 | < 1 |
| Marshall Parks And Recreation | Marshall, MO | May 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- AL
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WI
-
Total Assets Under Management191,884MILLIONS
-
Total Number of Accounts407ACCOUNTS
-
Average Account Value$471,458,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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
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.