Wealth Strategist
Current
May 2023 - Present
AeroLeads people directory · profile
Mason Clark Email & Phone Number
Wealth Strategist
at
Personal Financial Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Strategist
Location
Leawood, Kansas, United States
Who is Mason Clark? Overview
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Quick answer
Mason Clark is listed as Wealth Strategist at Personal Financial Group, based in Leawood, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Mason Clark.
Mason Clark previously worked as Client Relationship Manager at Personal Financial Group and Administrative Assistant at Personal Financial Group. Mason Clark holds Business Administration And Management, General from University Of Kansas.
Company email context
Email format at Personal Financial Group
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Personal Financial Group
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Profile bio
About Mason Clark
I am an LPL Investment Advisor Representative with Personal Financial Group. I've worked with PFG as an intern for one summer and moved my way up to an advisor role after passing the Securities Industry Essentials Exam (SIE) Series 7, and Series 66 exams that I currently hold through LPL Financial. I graduated college from The University of Kansas with a bachelor’s degree in Business Administration. While attending The University of Kansas’ Business School, I focused my core studies on Finance. I work as an advisor and help clients ranging from young investors all the way up to retirees.
Current workplace
Mason Clark's current company
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4 roles
Mason Clark work experience
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Client Relationship Manager
Administrative Assistant
Securities and Advisory services offered through LPL Financial (LPL). Member FINRA/SIPC, a Registered Investment Adviser. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness..
Delivery Driver
Plumbing By Fisher
I am a delivery driver during the summer for Plumbing By Fisher where I have learned that time management is very important in that business.
May 2017 - May 2021
1 education record
Mason Clark education
-
University Of Kansas
FAQ
Frequently asked questions about Mason Clark
Quick answers generated from the profile data available on this page.
What company does Mason Clark work for?
Mason Clark works for Personal Financial Group.
What is Mason Clark's role at Personal Financial Group?
Mason Clark is listed as Wealth Strategist at Personal Financial Group.
Where is Mason Clark based?
Mason Clark is based in Leawood, Kansas, United States while working with Personal Financial Group.
What companies has Mason Clark worked for?
Mason Clark has worked for Personal Financial Group and Plumbing By Fisher.
How can I contact Mason Clark?
You can use AeroLeads to view verified contact signals for Mason Clark at Personal Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Mason Clark attend?
Mason Clark holds Business Administration And Management, General from University Of Kansas.
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