Marla Anne Mason
Investment adviser representative at A & I Wealth Management
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$560MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- A & I Wealth ManagementMay 2017 to now
- A&i Financial Services, LLCMay 2017 to now
- Geneos Wealth ManagementMay 2017 to now
- Presidential Brokerage IncNov 2003 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
A & I Wealth Management
Legal name: A & I Financial Services, LLC
$560MAssets managed
518Clients
11Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4663035
- Firm CRD
- 148357