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Mason Robert Degenkolb

Investment adviser representative at First Trust Advisors LP
13 yearsExperience
1 stateRegistered in
$309.2BFirm assets
35 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 assetsPerformance-basedOther

Services the firm offers

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

  • Portfolio management

Experience

13 years in the industry.

  1. First Trust Advisors L.P.Aug 2023 to now
  2. First Trust Portfolios L.P.Aug 2023 to now
  3. Cbiz, IncDec 2020 to Aug 2023
  4. UnemployedAug 2019 to Dec 2020
  5. Bucheri Mccarthy & MetzMay 2019 to Aug 2019
  6. Taylor UniversityMay 2019 to May 2019
  7. UnemployedAug 2013 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

First Trust Advisors LP

$309.2BAssets managed
5,731Clients
606Advisers
35 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
7803903
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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