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Kenneth Edward Masick

WOLF FINANCIAL MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois
Unclaimed Profile
1901 S MEYERS ROAD, OAKBROOK TERRACE, IL 60181-5210CRD# 2823684Firm CRD# 44225
01

About

Kenneth Edward Masick is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with WOLF FINANCIAL MANAGEMENT, LLC. 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
03

Firm Overview

Firm
WOLF FINANCIAL MANAGEMENT, LLC
WOLF FINANCIAL MANAGEMENT, LLC
AUM
$20M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WOLF FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2823684
Firm CRD# 44225
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Edward Masick offer?
Kenneth Edward Masick specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Kenneth Edward Masick's credentials?
Kenneth Edward Masick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Edward Masick located?
Kenneth Edward Masick is based in OAKBROOK TERRACE, Illinois, working with WOLF FINANCIAL MANAGEMENT, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Kenneth Edward Masick charge for services?
Kenneth Edward Masick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLF FINANCIAL MANAGEMENT, LLC?
WOLF FINANCIAL MANAGEMENT, LLC has approximately 4 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Christopher Lee Oswald — MCDONNELL INVESTMENT MANAGEMENT, LLCPaul Jerome Carter — MCDONNELL INVESTMENT MANAGEMENT, LLCPeter Lydon Clerkin — MCDONNELL INVESTMENT MANAGEMENT, LLCBarbara Jean Best — CAPITAL STRATEGIES INVESTMENT GROUP LLCJeffrey Steven Weglarz — GOLDSTONE FINANCIAL GROUP, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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