Adam Mason, financial advisor Plymouth WI
93 score

Adam Mason

CRD Number: 5387217
Current Firm: Advisors' Pride Inc.

Adam Mason (CRD# 5387217) is an Investment Advisor Representative working at Advisors' Pride Inc. in Plymouth, WI and has over 10 years of experience in the finance industry.

Similar Advisors
Gregory Casper, CFP®, financial advisor Plymouth WI
Gregory S. Casper, CFP®
CRD# 5955031
Sii Investments, Inc.
Score
100
Similar Advisors
Brian Ruh, financial advisor Plymouth WI
Brian P. Ruh
CRD# 1970199
Eagle Strategies LLC
Score
98
Similar Advisors
Randall Binversie, financial advisor Plymouth WI
Randall R. Binversie
CRD# 1531045
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
Advisors' Pride Plymouth, WI Oct 2014 - Current 3
Lpl Financial, LLC Plymouth, WI Oct 2011 - Current 6
The Music Caterer De Pere, WI Oct 2003 - Sep 2014 10
Axa Advisors, LLC New York, NY Mar 2008 - Oct 2010 2
Centaurus Financial, Inc. Orange, CA Dec 2007 - Mar 2008 < 1
Argus Financial Green Bay, WI Aug 2006 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Adam C. Mason
Phone Number: 920-731-9293
Registered State(s):
  • AZ
  • WI
By the Numbers
  • Total Assets Under Management
    331
    MILLIONS
  • Total Number of Accounts
    2,404
    ACCOUNTS
  • Average Account Value
    $137,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, ME, MI, MN, MO, NV, OH, TN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Adam Mason and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.