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About Reid Mason

When people have what they need financially, they’re able to focus on what matters most to them. By equipping clients with proven tools and resources, I help them build a financial strategy that can get them where they want to go.

As a Financial Associate, I believe that money and wealth are tools to make an impact and change the world. I believe in helping my clients understand their holistic financial environment so they can live as generously and purposefully as possible.

Specialization and Education

Driven by your goals and values, I draw on my industry expertise to help you map out a path to a more secure financial future. Using holistic planning as the foundation, I enjoy working supporting my clients in the following areas:

Objective Dedicated Planning Services
Education funding strategies
Tax-advantaged investment strategies
Life insurance solutions
Retirement accumulation
Tax-advantaged retirement income planning
Wealth transfer and estate planning

Education

Bachelor's of Science - Civil Engineering, University of Missouri-Columbia

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combined State Law

Life & Health Insurance License

Professional in Human Resources

Certified Professional Life Coach

Meet My Team

Bridge Street Financial Advisors

Bridge Street Financial Advisors

Title: Team Practice
Website: https://connect.thrivent.com/bridge-street-financial-advisors

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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