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Cory Mason Mcpherson

PROACTIVE CAPITAL MANAGEMENT, INC.·TOPEKA, Kansas
Series 65Clean record10 years registeredPROACTIVE CAPITAL MANAGEMENT, INC.
1414 SW ASHWORTH PLACE, TOPEKA, KS 66604CRD# 6632861Firm CRD# 297791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cory Mason Mcpherson · TOPEKA, KS
Registration
CRD #6632861 · PROACTIVE CAPITAL MANAGEMENT, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

PROACTIVE CAPITAL MANAGEMENT, INC.
Aug 2018 – present
LEGACY FINANCIAL STRATEGIES, LLC
Jul 2017 – Aug 2018
Topeka, KS
AE WEALTH MANAGEMENT, LLC
May 2016 – Jul 2017
TOPEKA, KS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 5, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791 · SEC 801-128137
AUM
$144M
Regulatory assets under management
Employees
4
616 client accounts
Services offered by PROACTIVE CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROACTIVE CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Cory Mason Mcpherson offer?
Cory Mason Mcpherson specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Cory Mason Mcpherson's credentials?
Cory Mason Mcpherson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Mason Mcpherson located?
Cory Mason Mcpherson is based in TOPEKA, Kansas, working with PROACTIVE CAPITAL MANAGEMENT, INC.. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Cory Mason Mcpherson charge for services?
Cory Mason Mcpherson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROACTIVE CAPITAL MANAGEMENT, INC.?
PROACTIVE CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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