Unclaimed Profile

Kenneth Edward Masick

WOLF FINANCIAL MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois

Clean recordWOLF FINANCIAL MANAGEMENT, LLC

1901 S MEYERS ROAD, OAKBROOK TERRACE, IL 60181-5210CRD# 2823684Firm CRD# 44225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Edward Masick · OAKBROOK TERRACE, IL

Registration

CRD #2823684 · WOLF FINANCIAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WOLF FINANCIAL MANAGEMENT, LLC

AUM

$20M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2823684

Firm CRD# 44225

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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