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Adam Christopher Mason

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

515 E Mills St, Suite 3, Plymouth, WI, 53073

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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 ActivitiesSells Insurance

Adam has several business activities, including real estate rental, entities for tax reporting, and Sheboygan Flight, LLC. He also dedicates nearly full-time hours to providing investment advisory services through IHT Wealth Management.

Employment History
Current Registrations
Iht Wealth Management LLC
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Advisors' Pride INC.
October 2014 - July 2021 · 6 yrs 9 mos
LPL Financial LLC
October 2011 - September 2016 · 4 yrs 11 mos
AXA Advisors, LLC
April 2008 - October 2010 · 2 yrs 6 mos
AXA Advisors, LLCBroker
April 2008 - October 2010 · 2 yrs 6 mos
Centaurus Financial, INC.Broker
December 2007 - March 2008 · 3 mos
PFS Investments INC.Broker
November 2007 - December 2007 · 1 mo
State Registrations10 states
AZCAFLILMIMOSCTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.