linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Jon Krause

Mason Investment Advisory Services Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Jon Krause

Matthew Krause is a financial advisor with Mason Investment Advisory Services Inc. Matthew has been in the industry since December 28, 2017. Matthew is registered in Virginia and California. Matthew also holds FINRA Series 7 and 66 licenses. Matthew specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Matthew Krause is currently registered with Mason Investment Advisory Services Inc.. Mason Investment Advisory Services Inc. is an investment advisory firm located in RESTON, VA. They provide financial planning, portfolio management for individuals, businesses, and selection of other advisors. The firm has 36 investment advisory professionals and manages over $12 billion in regulatory assets under management. Mason Investment Advisory Services Inc. primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Mason Investment Advisory Services Inc.

11921 FREEDOM DRIVE

RESTON, VA 20190

$12.16B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Krause’s Registration & Firm History

VA

05/04/2023 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

CO

01/13/2020 - 08/30/2021

PURSHE KAPLAN STERLING INVESTMENTS (Colorado Springs CO)

CO

07/26/2017 - 08/12/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

Not sure if Matthew Jon Krause is right for you?

Licenses & Designations

BOTH

Issued 09/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Jon Krause.
Not sure if Matthew Jon Krause is right for you?