Brian SchmehilCRD Number: 5370909
Current Firm: The Mather Group, LLC
Brian Schmehil (CRD# 5370909) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 9 years of experience in the finance industry. Brian Schmehil 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|The Mather Group, LLC||Chicago, IL||Jan 2016 - Current||1|
|The Mather Group, LLC||Oakbrook Terrace, IL||Feb 2011 - Jan 2016||4|
|Morgan Stanley Smith Barney||Oak Brook, IL||Jun 2009 - Feb 2011||1|
|Morgan Stanley||Oak Brook, IL||Jun 2008 - Feb 2011||2|
|University Of Illinois||Champaign, IL||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management809MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$520,519
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, IN, MI, TX, WI
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