Mason Wells Inc
Legal Name: MASON WELLS, INC.
Full Contact Details
Mason Wells Inc
411 E. WISCONSIN AVENUE, SUITE 1280, MILWAUKEE, WI
414-727-6400
414-727-6410
Other Info
Mason Wells, Inc. is a Wisconsin-based financial firm with 18 employees, 16 of whom serve in advisory roles. Despite an unknown number of clients served, the company has been approved by the SEC and remains legally registered since 2014.
Mason Wells, Inc
Midwest-focused private equity Creating enduring value by putting people first for over 25 years
Direct Owners
-
DEBORAH FIGUEROA
CORPORATE SECRETARY owns less than 5%
-
GREGORY JON MYERS
VICE PRESIDENT owns more than 10% but less than 25%
-
JAMES S DOMACH
VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY owns more than 5% but less than 10%
-
KEVIN P KENEALEY
VICE PRESIDENT owns more than 10% but less than 25%
-
THOMAS GORDON SMITH
CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
Custodians
-
BMO HARRIS BANK, N.A.
United States
Firms Located Nearby
- Robert W Baird & Co Incorporated
- Mason Street Advisors LLC
- NEXT Generation Wealth Management Inc
- Campbell Newman Asset Management Inc
- Friedlander & Co Inc
- KLCM Advisors Inc
- Alpha Investment Consulting Group LLC
- Northwestern Mutual Investment Services LLC
- Black Maple Capital Management LP
- Wipfli Financial Advisors LLC