Marla Anne Mason
Investment Adviser Representative at A & I Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marla Anne Mason is an investment adviser representative with A & I Wealth Management in Lone Tree, CO, where they have been registered since 2017. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Presidential Brokerage, Inc. and American Express Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
5 states and territories
California, Colorado, Oregon, South Carolina, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Presidential Brokerage IncNov 2003 – May 2017Greenwood Village, CO
- A&I Financial Services, LLCMay 2017 – Jan 2023Englewood, CO
- Geneos Wealth ManagementMay 2017 – no end date reportedLone Tree, CO
- A&i Financial Services LLCMay 2017 – no end date reportedLone Tree, CO
- A&i Wealth ManagementJan 2023 – no end date reportedLone Tree, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About A & I Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lone Tree, CO
- SEC file number:
- 801-69819
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 8, 2026
View full firm profileOther advisors at A & I Wealth Management
9 other advisors in the directory
Similar advisors in Lone Tree, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marla Anne Mason has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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