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Stephen Edward Masula

Advisors Wealth Management, Inc.

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About Stephen Edward Masula

Stephen Edward Masula is a financial advisor with Advisors Wealth Management, Inc. and has been in the industry since 1985. Stephen is a Certified Financial Planner and has a Series 7 license. He offers financial planning, pension consulting, portfolio management for individuals and businesses. Clients can also expect Stephen to provide financial advice in other fields such as insurance, real estate and accounting. Stephen is located in Carlsbad, California and has been with Advisors Wealth Management, Inc. since October 2014.

Firm Information

Stephen Masula is currently registered with Advisors Wealth Management, Inc.. Advisors Wealth Management, Inc. is an investment advisor based in [redacted]. The firm manages approximately $10,254,531 in assets for 24 clients. They primarily serve individuals and high-net-worth individuals, offering financial planning, pension consulting, and portfolio management services.

$10.25M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Stephen Masula’s Registration & Firm History

CA

01/01/2025 - Present

Advisors Wealth Management, Inc. (CARLSBAD CA)

CA

01/03/2011 - 09/24/2014

LPL FINANCIAL LLC (CARLSBAD CA)

CA

09/08/2009 - 10/25/2010

LPL FINANCIAL CORPORATION (RANCHO SANTE FE CA)

CA

03/31/1999 - 09/08/2009

MUTUAL SERVICE CORPORATION (RANCHO SANTE FE CA)

CA

12/19/1986 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

01/28/1985 - 12/17/1986

FINANCIAL NETWORK INVESTMENT CORPORATION

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Licenses & Designations

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Stephen Edward Masula. Review regulatory record here.
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