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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Christopher Mason is a financial advisor with over 15 years of experience in the industry. Adam is currently registered with IHT Wealth Management LLC, and has been with the firm since June 2021. Prior to that, Adam worked for LPL Financial, LLC and Advisors' Pride. Adam provides financial planning, pension consulting, and portfolio management for businesses and individuals. Adam is also registered as an investment advisor representative (IAR) for IHT Wealth Management LLC. Adam holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Adam is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
WI
01/09/2024 - Present
IHT Wealth Management LLC (PLYMOUTH WI)
WI
04/08/2008 - 10/18/2010
AXA ADVISORS, LLC (DE PERE WI)
WI
12/14/2007 - 03/25/2008
CENTAURUS FINANCIAL, INC. (GREEN BAY WI)
GA
11/16/2007 - 12/14/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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