Todd Johnathon Masus

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Lpl Financial Llc
  Batavia, IL
• 08/2015 → Present
  Masus Financial Group, Ltd
  Batavia, IL
• 03/2002 → 09/2016
  Lpl Financial Llc
  Batavia, IL

Other Businesses

(1) 1/13/2000 - LPL FINANCIAL LLC DBA MASUS FINANCIAL GROUP - INVESTMENT RELATED - BATAVIA, IL. - BROKER DEALER - REGISTERED REPRESENTATIVE (2) 02/11/2003: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - SELLING MEDICAL INSURANCE WITH AMS, INSURERS ADMIN. CORP., BLUE CROSS/BLUE SHIELD AND UNITED SECURITY (3) 09/15/2006: Masus Financial Group, Ltd. - Non-Variable Insurance DBA - Investment Related - At Reported Business Location(s) - 15% Time Spent - Insurance Types: Life, Health, Disability, LTC (4) 10/16/2015: No Business Name - Notary - Investment Related - 515 N. River St. Batavia, IL 60510 - Start 10/04/2010 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Notary for my clients. No charge, no employees. (5) 02/12/2018 - Masus Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 06/01/2015 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Masus Financial Group, an independent investment advisor firm. I started this business activity on 05/28/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. (6) 01/29/2026 - LA Fitness - Other - Personal Trainer - Coach - Not Investment Related - St. Charles, IL - Start Date 09/01/2020 - 40 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-03
• S63 Uniform Securities Agent State Law Examination
  1998-09-29

Designations

• Certified Financial Planner