Mary
Kilberg

Masus Financial Group, LTD

CRD#5002434
Investment Advisor
in Batavia, IL

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About this Advisor

Mary Kilberg is a financial advisor based in Batavia, Illinois with a total of 3 years of industry experience. Kilberg is an employee of Masus Financial Group, LTD. The advisor has gained experience at Lpl Financial, LLC and Masus Financial Group, LTD. Kilberg holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Illinois. Masus Financial Group, LTD is a financial advisory company headquartered in Batavia, IL. It administers $153 million in total assets between its 1,115 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,115 customer accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Masus Financial Group, LTD performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Masus Financial Group, LTD likely are comprised of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

515 N. River Street Suite 100
Batavia, IL 60510-2390

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Masus Financial Group, LTD Brokerage Details

Total Assets Under Management

$153,044,026

IL Average: $6,674,516,078
Total Number of Employees

5

IL Average: 44
Total Number of Accounts

1,115

IL Average: 2,564
Average Account Size

$137,259

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Mary Kilberg Work History

Mary has been registered as a financial advisor for 3 years.*

2005 - Present (19 years)

Lpl Financial, LLC

2005 - Present (19 years)

Masus Financial Group, LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Kilberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Masus Financial Group, LTD

Thomas Linas
Batavia, IL
Mary Kilberg
Batavia, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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