Cole Mason is a registered investment advisor, based in Verona, WI, with 27 years of industry experience.
Location
161 Horizon Drive, Suite 103C, Verona, WI, 53593
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cole is the President of Mason Tax and Financial, Inc. and the Owner/Sole Proprietor of Bailey Tax and Financial Service, spending nearly full-time on these activities; he is also an agent for Avantax Insurance Agency, LLC, potentially selling various types of annuities and variable insurance, dedicating minimal time to this. Additionally, Cole is a board member of Avestar Credit Union, a notary, a member of Mason Rental Partners LLC, and the treasurer for Verona Area Contractor Center II Condo Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations11 states
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