Broker Check
Mason Samuels, CKA®, CRPC®, AIF®

Mason Samuels, CKA®, CRPC®, AIF®

Forbes|Shook Best in State Wealth Advisor

I am passionate about helping individuals, families, and business owners in working towards their financial goals. I specialize in both assisting clients with identifying, understanding, and implementing practical and realistic wealth building plans, as well as retirement income planning and wealth preservation strategies for pre-retirees and retirees.

I believe in time tested Biblical principles and truths, and thrive on long-term relationships built on trust, integrity, customer service, and respect. I have the Certified Kingdom Advisor® designation, which allows me to confidently integrate technical expertise and biblically wise counsel into my financial advising role. This designation sets me apart as a financial professional who is pursuing the integration of faith and work. I pour out all I can into each of my clients, and their well being is of utmost importance.

My pride and joy are the women in my life. My wife Katie and I have four precious angels – Tyla Bray, Macie Drey, Jada May, and Tavie Shay. I have been, and continue to be, an active member in my community. I was a head football coach at a local private Christian high school for over a decade, and now I am coaching my girls basketball teams. Katie and I have led education classes at our church for 15 years, and our family serves annually at various events through both our church and other non-profit organizations.

I graduated from MidAmerica Nazarene University with a BA in both Business Communications and Business Administration. I am a registered representative with LPL Financial (a registered broker/dealer, member FINRA/SIPC) and I hold Series 6 & 7 with LPL Financial and the series 66 with LPL Financial and GPS Wealth Strategies Group. I’m also a Chartered Retirement Planning CounselorSM and an Accredited Investment Fiduciary® (AIF®), which means I have a legal obligation to manage investments on behalf of others to carry out their fiduciary responsibilities.

Forbes/SHOOK Top Wealth Advisors Best-In State (4/7/22). Data as of 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results.