Profiel
Mr. Lewis B.
Mason is a Managing Partner at Landmark Financial Advisors LLC.
He has over 25 years in the financial service industry.
He works directly with clients on financial planning and investment strategy; leads the development of new systems and services; sits on the investment committee; and sets technology strategy for the firm; he also maintains close partnerships with local trust and estate attorneys and accountants who serve high net worth individuals.
Before joining Landmark Financial Advisors in 2003, he worked as a Managing Director for US Bank’s Personal Trust Division, where he specialized in estate and financial planning for high net worth business owners and their families.
He received his undergraduate degree from the University of Western Kentucky and a graduate degree from the The College for Financial Planning, Inc..
Actieve functies van Brent Mason
| Bedrijven | Functie | Begin |
|---|---|---|
Landmark Financial Advisors LLC
 Landmark Financial Advisors LLC Investment ManagersFinance Part of Wealth Enhancement Group LLC, Landmark Financial Advisors LLC is a fee-only registered investment advisor based in Bowling Green, KY. The company's commitment is to eliminate any conflicts of interest in helping clients achieve their financial goals. Landmark Financial Advisors recognizes that true wealth management encompasses more than prudent investing. Landmark Financial Advisors LLC was founded in 2001 by Thomas Arthur Donnelly and Vincent Anthony Berta. Landmark Financial Advisors was acquired by Wealth Enhancement Group LLC on December 21, 2023. | President | 01-01-2003 |
Eerdere bekende functies van Brent Mason
| Bedrijven | Functie | Einde |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Corporate Officer/Principal | 31-12-2002 |
Opleiding van Brent Mason
| University of Western Kentucky | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Landmark Financial Advisors LLC
Landmark Financial Advisors LLC Investment ManagersFinance Part of Wealth Enhancement Group LLC, Landmark Financial Advisors LLC is a fee-only registered investment advisor based in Bowling Green, KY. The company's commitment is to eliminate any conflicts of interest in helping clients achieve their financial goals. Landmark Financial Advisors recognizes that true wealth management encompasses more than prudent investing. Landmark Financial Advisors LLC was founded in 2001 by Thomas Arthur Donnelly and Vincent Anthony Berta. Landmark Financial Advisors was acquired by Wealth Enhancement Group LLC on December 21, 2023. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
