Samantha Meyer
Investment adviser representative at Masus Financial Group, Ltd.
10 yearsExperience
1 stateRegistered in
$190.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- Masus Financial Group, Ltd.Mar 2021 to now
- HomemakingApr 2020 to Mar 2021
- The Treehouse Ski SchoolDec 2017 to Apr 2020
- HomemakingJul 2017 to Dec 2017
- The Burger LocalSep 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Masus Financial Group, Ltd.
$190.6MAssets managed
296Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7360886
- Firm CRD
- 174339