Masus Financial Group, Ltd.

Masus Financial Group, Ltd. (CRD# 174339) is a financial advisory firm headquartered in Batavia, IL. They manage $146,000,000 in 525 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $278,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, TX, WI

Financial Advisors at Masus Financial Group, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Todd J. Masus
CRD#: 3111009
515 N. River Street, Suite 100, Batavia, IL 60510
96
Wealthminder
score

Todd Masus (CRD# 3111009) is an Investment Advisor Representative working at Masus Financial Group, Ltd. in Batavia, IL and has over 19 years of experience in the finance industry. Todd Masus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jacob J. Cate
CRD#: 4693726
515 N. River Street, Suite 100, Batavia, IL 60510
93
Wealthminder
score

Jacob Cate (CRD# 4693726) is an Investment Advisor Representative working at Masus Financial Group, Ltd. in Batavia, IL and has over 10 years of experience in the finance industry.

3
John J. Masus
CRD#: 322627
515 N. River Street, Suite 100, Batavia, IL 60510
86
Wealthminder
score

John Masus (CRD# 322627) is an Investment Advisor Representative working at Masus Financial Group, Ltd. in Batavia, IL and has over 22 years of experience in the finance industry. John Masus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.