Mike Mason, BFA™, CRPC®
319-395-6453
mmason@collinscu.org
With over 25 years of experience specifically serving credit union members, I bring a deep understanding of the "people helping people" philosophy. I hold a double major in Finance and
Management, providing a sophisticated technical foundation to complement decades of practical expertise.
I am originally from Cedar Falls and am deeply rooted in our Iowa community. When I am not helping members navigate their allocations, I am making memories with my family. My wife Dawn and I are proud parents of two children and stay busy keeping up with our twin granddaughters.
I am an avid outdoorsman who is most at home on the water. I enjoy fishing and catching up with friends, and I believe in the importance of balancing hard work with the moments that matter most.
Guided Wealth Portfolios combines digital investing with personalized guidance from a dedicated advisor. Whether you're just getting started or growing your wealth, we're here to help. Invest with confidence knowing you have access to professional guidance tailored to your goals whenever you need it.
Important Legal Disclosures
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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Collins Community Credit Union and Collins Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Collins Wealth Management, and may also be employees of Collins Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Collins Community Credit Union or Collins Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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