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Richard James Veenhoven

Investment adviser representative at S.A. Mason, LLC
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$528.7MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Infinex Investments, Inc.Feb 2019 to now
  2. S.A. Mason, LLCNov 2018 to now
  3. West Michigan Community BankNov 2011 to now
  4. Ameriprise Financial Services, Inc.Sep 2018 to Dec 2018
  5. Ameriprize Financial Services, IncSep 2018 to Sep 2018
  6. Investment Professional, IncNov 2011 to Sep 2018
  7. IpiFeb 2011 to Dec 2018

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (MI).

S.A. Mason, LLC

$528.7MAssets managed
282Clients
4Advisers
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
5757201
Firm CRD
151440
Advisor's SEC record (opens in a new tab)
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