MK
Mary L. Kilberg
MASUS FINANCIAL GROUP, LTD.
Batavia, IL 60510-2390
Some features on this profile are disabled
CRD#: 5002434
MK
Professional summary
Mary Louise Kilberg is a registered financial advisor currently at MASUS FINANCIAL GROUP, LTD. located in Batavia, Illinois and LPL FINANCIAL LLC located in Batavia, Illinois.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Mary has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 5/4/2010 - Masus Financial Group, Ltd. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
2. 1/16/2019 - Masus Financial Group, Ltd. - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 10/27/2018 - 1 Hour Per Month During Securities Trading - Notary Public.
3. 9/22/2020 - Masus Financial Group, Ltd. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/16/2020 - 243 Hours Per Month/182 During Securities Trading - I provide investment advisory services through Masus Financial Group, Ltd., an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 243 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
4. 3/2/2021 - Masus Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/22/2021 - 2 Hours Per Month During Securities Trading - Writing/Selling Life and Long Term Care.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Louise Kilberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 10, 2020 - Present
MASUS FINANCIAL GROUP, LTD.
Office #1: 515 N. River Street Suite 100, Batavia, IL 60510-2390RIA
CRD#: 174339
Batavia, IL
Current
May 31, 2010 - Present
LPL FINANCIAL LLC
Office #1: 515 N River St Ste 100, Batavia, IL 60510-2390RIA
BD
CRD#: 6413
Batavia, IL
Past
August 18, 2020 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD.
CRD#: 174339 / SEC#: 801-101531
RIA
Registered Investment Advisory firm - (7/28/2015 Approved)Texas
Registered Investment Advisory firm - (5/9/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/23/2024)
RR
Arizona(9/21/2020)
RR
Arkansas(9/21/2020)
RR
California(9/21/2020)
RR
Colorado(9/21/2020)
RR
Florida(9/21/2020)
RR
Georgia(7/22/2021)
RR
Illinois(6/21/2010)
IAR
Illinois(9/10/2020)
RR
Indiana(9/21/2020)
RR
Iowa(2/5/2024)
RR
Louisiana(6/3/2025)
RR
Massachusetts(9/21/2020)
RR
Michigan(9/21/2020)
RR
Minnesota(12/14/2020)
RR
Mississippi(6/6/2024)
RR
Missouri(9/21/2020)
RR
Nevada(9/21/2020)
RR
North Carolina(9/22/2020)
RR
Ohio(9/22/2020)
RR
Pennsylvania(11/4/2025)
RR
South Dakota(9/21/2020)
RR
Tennessee(9/21/2020)
RR
Texas(9/21/2020)
RR
Virginia(9/21/2020)
RR
Washington(9/21/2020)
RR
Wisconsin(9/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MF
MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD.
CRD#: 174339 / SEC#: 801-101531
RIA
Registered Investment Advisory firm - (7/28/2015 Approved)Texas
Registered Investment Advisory firm - (5/9/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
515 N. River Street Suite 100, Batavia, IL 60510-2390
Mailing Address
Phone number
(630) 879-8464
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 665 |
| AUM (Assets Under Management) | $ 172,433,783 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MASUS FINANCIAL GROUP, LTD.
CRD#: 174339Batavia, IL 60510-2390TRUST BUT VERIFY
Monitor Mary Kilberg
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
