Mason Schram

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2017 → 01/2021
  Securities America, Inc.
  La Vista, NE
• 10/2014 → 12/2017
  Best Buy
  Papillion, NE
• 01/2019 → 04/2022
  Securities America Advisors
  La Vista, NE
• 05/2022 → 03/2024
  Ae Financial Services, Llc
  Topeka, KS
• 05/2022 → 03/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2021 → 04/2022
  Advisor Group Inc.
  Phoenix, AZ
• 03/2024 → Present
  World Investment Advisors
  Santa Barbara, CA
• 03/2024 → 11/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 09/2025 → Present
  World Investments, Inc.
  Lincroft, NJ

Previous Registrations

• 2022-05-05 → 2024-03-11
  Ae Wealth Management, Llc
  Topeka, KS
• 2019-01-03 → 2022-04-29
  Securities America Advisors, Inc.
  Omaha, NE
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-12-31

Other Names

• Mason R Schram
• Mason Schram
• Mason Robert Schram