Matthew Jon Krause
Investment adviser representative at Mason Investment Advisory Services Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm 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
12 years in the industry.
- Mason Investment Advisory Services, Inc.Sep 2021 to now
- Mason Securities, Inc.Sep 2021 to Oct 2025
- Purshe Kaplan Sterling Investments, IncJan 2020 to Sep 2021
- Altus Wealth Group, LLCSep 2019 to Jan 2020
- UnemployedJul 2019 to Sep 2019
- TIAA-CREF Individual & Institutional Services, LLCJun 2017 to Jul 2019
- Mutual of OmahaApr 2016 to Dec 2016
- Uccs Career and Placement OfficeAug 2014 to May 2017
- University of Colorado Colorado SpringsAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Mason Investment Advisory Services Inc
$15.7BAssets managed
1,147Clients
30Advisers
43 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
- 6736684
- Firm CRD
- 111113