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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Brent Mason is an Investment Advisor Representative associated with Wealth Enhancement Advisory Services, LLC. Lewis Brent Mason holds licenses in Kentucky and Texas. Lewis Brent Mason has been in the industry since July 1992. Lewis Brent Mason has a Series 63 and Series 65 license. Lewis Brent Mason is also a Certified Financial Planner. Lewis Brent Mason has previous experience with TRANS FINANCIAL INVESTMENT SERVICES, INC. and INVEST FINANCIAL CORPORATION. Lewis Brent Mason specializes in retirement planning, college savings, estate planning and insurance planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
KY
01/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (BOWLING GREEN KY)
TN
08/22/1994 - 03/27/1996
TRANS FINANCIAL INVESTMENT SERVICES, INC. (NASHVILLE TN)
WI
07/17/1992 - 08/22/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 06/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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