TM
CFP · ChFC
TM
CFP · ChFC

Timothy Mason

29 Years of Experience
Colorado Springs, CO
Broker

Timothy Mason is a CFP, ChFC-designated registered investment advisor, based in Colorado Springs, CO, with 29 years of industry experience.

Location

201 E. Las Animas Street, Suite 103, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is an advisor for Springs Wealth Group and Outdoor Lifestyle Strategies LLC, dedicating full-time hours to the latter. He also is a partner in OLS Property Group LLC and proprietor/owner of FMI Enterprises LLC, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
February 2022 - June 2025 · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
February 2022 - June 2025 · 3 yrs 4 mos
Securian Financial Services, INC.Broker
September 2016 - February 2022 · 5 yrs 5 mos
Securian Financial Services, INC.
September 2016 - February 2022 · 5 yrs 5 mos
AXA Advisors, LLC
December 1999 - September 2016 · 16 yrs 9 mos
AXA Advisors, LLCBroker
August 1996 - September 2016 · 20 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
August 1996 - January 2000 · 3 yrs 5 mos
State Registrations40 states
AKALARAZCACOFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNENMNVNYOHOKPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.