Mason Schram is a registered investment advisor, based in Kansas City, MO, with 7 years of industry experience.
Location
Kansas City, MO
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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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Mason works full-time as a Regulatory Compliance Associate for StevenDouglas, a temp agency. He assists the firm with regulatory compliance needs and other compliance duties.
Employment History
Current Registrations
World Investments, LLC
September 2025 - Present · 1 yr
World Investments, LLCBroker
September 2025 - Present · 1 yr
World Investment Advisors, LLC
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Pensionmark Securities, LLCBroker
April 2024 - October 2025 · 1 yr 6 mos
Ae Financial Services, LLCBroker
May 2022 - March 2024 · 1 yr 10 mos
Ae Wealth Management, LLC
May 2022 - March 2024 · 1 yr 10 mos
Fsc Securities CorporationBroker
October 2020 - April 2022 · 1 yr 6 mos
Royal Alliance Associates, INC.Broker
October 2020 - April 2022 · 1 yr 6 mos
Sagepoint Financial, INC.Broker
October 2020 - April 2022 · 1 yr 6 mos
Woodbury Financial Services, INC.Broker
October 2020 - April 2022 · 1 yr 6 mos
Securities America Advisors, INC.
January 2019 - April 2022 · 3 yrs 3 mos
Securities America, INC.Broker
March 2018 - April 2022 · 4 yrs 1 mo
State Registrations1 state
MO
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.