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Mary Louise Kilberg

MASUS FINANCIAL GROUP, LTD.·BATAVIA, Illinois
SIE, Series 6, Series 7TO, Series 63, Series 66Clean record5 years registeredMASUS 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. · 5 years registered
Brand Profile
Not yet started
01

Career History

MASUS FINANCIAL GROUP, LTD.
Sep 2020 – present
LPL FINANCIAL LLC
Aug 2020 – Oct 2022
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 66
Registration record
First registered · August 18, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASUS FINANCIAL GROUP, LTD.
CRD 174339 · SEC 801-101531
AUM
$166M
Regulatory assets under management
Employees
5
1,613 client accounts
Services offered by MASUS FINANCIAL GROUP, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASUS FINANCIAL GROUP, LTD. →
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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.
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Other Advisors at MASUS FINANCIAL GROUP, LTD.

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

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