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Pamela Rae Mason

Advisor at Ameriprise — Tiffin, OH Main St

Updated today

Credentials

Series 66

Experience

28 years

Location

Tiffin, OH 44883-3063

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Pamela Mason is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 1997. Outside of her advisory role, she is involved in real estate ownership unrelated to her investment work. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Tiffin, OH Main St

6 Main St

Tiffin OH 44883-3063

Advisors at this office

2

Most active in

Ohio

Work history

28 years of industry experience

Ameriprise

2020 - Present • 6 years

Tiffin, OH

Ameriprise Financial Services, Inc.

1997 - 2020 • 23 years

Minneapolis, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin D

Series 63

Tiffin, OH

StoneX Advisors Inc.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 license and 27 years of industry experience. He has been with StoneX Advisors since 2015 and also affiliated with StoneX Securities Inc. since 2014. Outside of his advisory role, he participates in tractor pulling as a hobby. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of strategies using proprietary models, third-party money managers, and multiple platforms to tailor investment solutions.

ESG / Sustainable investing
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Dylan D

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd. holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at LPL Financial and the Financial Design Agency of Ohio, among other positions outside the financial sector. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning services through a network of independent advisers, utilizing an open-architecture approach that includes active monitoring, model portfolios, and third-party manager programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Weston R

Series 63

Tiffin, OH

Stratos Wealth Partners, Ltd

Weston Reinbolt is a financial advisor with LPL Financial in Findlay, OH, holding a Series 63 designation and bringing 17 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with Stratos Wealth Partners since 2017. Outside of his advisory roles, he owns and operates The Barn At Seneca Hills, an event center with a bar. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Jacob C

Series 66

Fostoria, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Aaron S

Tiffin, OH

Stratos Wealth Partners, Ltd

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd, holding 34 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has longstanding affiliations with LPL Financial and Smith Financial dating back to 1990. He is also involved with the Financial Design Agency of Ohio, an insurance agency he owns. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Mark D

Series 66

Fostoria, OH

Empower Advisory Group

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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