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Lewis Brent Mason

LANDMARK FINANCIAL ADVISORS, LLC·BOWLING GREEN, Kentucky
Series 6, Series 63, Series 65Clean record22 years registeredLANDMARK FINANCIAL ADVISORS, LLC
1131 FAIRVIEW AVENUE, BOWLING GREEN, KY 42103CRD# 2257293Firm CRD# 129435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lewis Brent Mason · BOWLING GREEN, KY
Registration
CRD #2257293 · LANDMARK FINANCIAL ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jan 2024 – present
LANDMARK FINANCIAL ADVISORS, LLC
May 2004 – Jan 2024
BOWLING GREEN, KY
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · May 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANDMARK FINANCIAL ADVISORS, LLC
CRD 129435 · SEC 801-62582
AUM
$504M
Regulatory assets under management
Employees
8
1,452 client accounts
Services offered by LANDMARK FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LANDMARK FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lewis Brent Mason offer?
Lewis Brent Mason specializes in Financial Planning, Investment Management. Contact their office in BOWLING GREEN, Kentucky for a consultation.
What are Lewis Brent Mason's credentials?
Lewis Brent Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis Brent Mason located?
Lewis Brent Mason is based in BOWLING GREEN, Kentucky, working with LANDMARK FINANCIAL ADVISORS, LLC. Their office serves clients in the BOWLING GREEN metropolitan area and surrounding communities.
How does Lewis Brent Mason charge for services?
Lewis Brent Mason's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDMARK FINANCIAL ADVISORS, LLC?
LANDMARK FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANDMARK FINANCIAL ADVISORS, LLC

William H Borders
BOWLING GREEN, KY

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Research
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