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Todd Johnathon Masus

MASUS FINANCIAL GROUP, LTD.·BATAVIA, Illinois
Clean recordMASUS 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Johnathon Masus 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

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3111009
Firm CRD# 174339
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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