Corby Mitchell Mastalir

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 01/2017
  Cambridge Investment Research Inc
  Fairfield, IA
• 01/2017 → 05/2024
  Prairie Wealth Advisors
  Omaha, NE
• 05/2024 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2017-04-04 → 2024-06-03
  Prairie Wealth Advisors, Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

1) Fixed Insurance Sales, investment related, same address as branch, sales of life insurance, disability, long-term care and fixed annuity sales, agent, start 2004, 1 hour per month during trading hours. 2) Third Avenue Ventures, investment related, 7513 S 180th Ave Omaha, Nebraska 68136, Passive Investment Opportunities , Owner, Start 01/2026, 4 hours per month, 1.5 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-21
• S63 Uniform Securities Agent State Law Examination
  2008-02-27

Designations

• Certified Financial Planner