Mason James Fuchs

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2021 → 02/2023
  Jpmorgan Chase Bank, N.A.
  Fargo, ND
• 06/2021 → 02/2023
  J.P. Morgan Securities Llc
  Fargo, ND
• 12/2020 → 06/2021
  Bremer Bank
  Grand Forks, ND
• 06/2018 → 06/2021
  Sky's Fine Dining
  Grand Forks, ND
• 04/2018 → 10/2018
  Northwestern Mutual
  Grand Forks, ND
• 08/2017 → 03/2018
  Wild Bills Sports Saloon
  Fargo, ND
• 05/2017 → 08/2017
  Thompsons Usa Limited
  East Grand Forks, MN
• 08/2016 → 05/2017
  Seasons Family Restaurant
  East Grand Forks, MN
• 01/2017 → 12/2019
  University Of North Dakota
  Grand Forks, ND
• 02/2023 → 12/2024
  E.W. Wylie Corporation
  Fargo, ND
• 12/2024 → Present
  American Federal Bank
  Fargo, ND
• 01/2025 → Present
  Lpl Financial Llc
  Fargo, ND

Other Businesses

1)01/15/2025 - American Federal Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/15/2025 - American Federal Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 12/2024 - 100 Hr/Mth 3)11/01/2021 - Notary - State of ND - Inv Rel - Start: 11/2021

Exams

• S66 Uniform Combined State Law Examination
  2025-04-17
• S63 Uniform Securities Agent State Law Examination
  2021-09-02

Other Names

• Mason James Fuchs
• Mason J Fuchs