Mason Anders Callesen
Investment adviser representative at Independent Financial Partners
15 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
Are you Mason Anders Callesen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Callesen Wealth ManagementNov 2024 to now
- Independent Financial PartnersNov 2024 to now
- Fifth Third BankApr 2024 to Nov 2024
- Independent Financial PartnersNov 2022 to Feb 2024
- Callesen Wealth ManagementJun 2022 to Feb 2024
- Callesen Wealth ManagementMay 2021 to Aug 2021
- North Chanel BreweryMay 2019 to Aug 2019
- Blue FishJun 2016 to Aug 2018
- Full Time EducationJun 2011 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Independent Financial Partners
Legal name: Ifp Advisors, LLC
$16.3BAssets managed
54,154Clients
319Advisers
18 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
- 6525714
- Firm CRD
- 125112