Mason John Meyer
Investment adviser representative at Assuredpartners Investment Advisors
12 yearsExperience
1 stateRegistered in
$3.9BFirm assets
6 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 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
12 years in the industry.
- Assuredpartners Investment AdvisorsJan 2025 to now
- Private Client ServicesJul 2024 to now
- Fsm WealthMay 2023 to now
- Student/unemployedAug 2022 to May 2023
- Jasper Contracting LLCMay 2021 to Aug 2022
- Student/unemployedAug 2020 to May 2021
- Obermeier Mowing ServicesMay 2017 to Aug 2020
- Student/unemployedAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
6 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
- 7743882
- Firm CRD
- 309550