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Todd Johnathon Masus

MASUS FINANCIAL GROUP, LTD.·BATAVIA, Illinois
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record26 years registeredMASUS FINANCIAL GROUP, LTD.
515 N. RIVER STREET, BATAVIA, IL 60510-2390CRD# 3111009Firm CRD# 174339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Johnathon Masus · BATAVIA, IL
Registration
CRD #3111009 · MASUS FINANCIAL GROUP, LTD. · 26 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Dec 2019 – present
MASUS FINANCIAL GROUP, LTD.
Aug 2015 – present
LPL FINANCIAL LLC
Jan 2000 – Sep 2016
BATAVIA, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 13, 2000
Years registered · 26
Professional designation · CFP
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. →
Introduction

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05

Frequently Asked Questions

What services does Todd Johnathon Masus offer?
Todd Johnathon Masus specializes in Financial Planning, Investment Management. Contact their office in BATAVIA, Illinois for a consultation.
What are Todd Johnathon Masus's credentials?
Todd Johnathon Masus holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Todd Johnathon Masus located?
Todd Johnathon Masus 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 Todd Johnathon Masus charge for services?
Todd Johnathon Masus'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.

Mary Louise Kilberg
BATAVIA, IL
John Joseph Masus
BATAVIA, IL
CFPChFC

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