AdvisorOS Directory
Claim Profile
Unclaimed Profile
MK

Mary Louise Kilberg

MASUS FINANCIAL GROUP, LTD.·BATAVIA, Illinois
Clean recordMASUS FINANCIAL GROUP, LTD.
515 N. RIVER STREET, BATAVIA, IL 60510-2390CRD# 5002434Firm CRD# 174339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Louise Kilberg · BATAVIA, IL
Registration
CRD #5002434 · MASUS FINANCIAL GROUP, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Louise Kilberg is a registered financial advisor based in BATAVIA, Illinois, affiliated with MASUS FINANCIAL GROUP, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Mary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mary is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD.
AUM
$166M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MASUS FINANCIAL GROUP, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5002434
Firm CRD# 174339
View on FINRA BrokerCheck →

Looking for a financial advisor in BATAVIA?

Browse all registered financial advisors in BATAVIA, Illinois or claim this profile if it's yours.

Browse BATAVIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mary Louise Kilberg offer?
Mary Louise Kilberg specializes in Financial Planning, Investment Management. Contact their office in BATAVIA, Illinois for a consultation.
What are Mary Louise Kilberg's credentials?
Mary Louise Kilberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Louise Kilberg located?
Mary Louise Kilberg is based in BATAVIA, Illinois, working with MASUS FINANCIAL GROUP, LTD.. Their office serves clients in the BATAVIA metropolitan area and surrounding communities.
How does Mary Louise Kilberg charge for services?
Mary Louise Kilberg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASUS FINANCIAL GROUP, LTD.?
MASUS FINANCIAL GROUP, LTD. has approximately 5 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MASUS FINANCIAL GROUP, LTD.

John Joseph Masus
BATAVIA, IL
Todd Johnathon Masus
BATAVIA, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile