Cory Mason Mcpherson
Investment adviser representative at Proactive Capital Management, Inc.
15 yearsExperience
1 stateRegistered in
$170.7MFirm assets
3 yearsFirm in business
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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
- Pension consulting
Experience
15 years in the industry.
- Proactive Capital Management, Inc.Aug 2018 to now
- Legacy Financial Strategies, LLCJul 2017 to Jul 2018
- Ae Wealth Management LLCFeb 2016 to Jun 2017
- Advisors ExcelJan 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (KS).
Proactive Capital Management, Inc.
$170.7MAssets managed
272Clients
2Advisers
3 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
- 6632861
- Firm CRD
- 297791