MC
MC

Mason Carhart

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
800 clients
Average Client Portfolio
$219K average
Assets Under Management
$175.0M

Fee Structure

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Location

6710 W 121st St, Suite 200, Overland Park, KS, 66209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mason is an insurance agent selling life, health, long-term care, property & casualty, and disability insurance, dedicating a few hours per week to this activity. He is also a board member for the Medford Parks and Recreation Foundation, spending minimal time on this role.

Employment History
Current Registrations
Cornerstone Securities LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Next Financial Group, INC.
February 2022 - November 2023 · 1 yr 9 mos
Next Financial Group, INC.Broker
November 2021 - November 2023 · 2 yrs
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Mason Carhart - Financial Advisor | TrueAdvisor