Matthew KahovecCRD Number: 7111919
Current Firm: The Mather Group, LLC
Matthew Kahovec (CRD# 7111919) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 3 years of experience in the finance industry. Matthew Kahovec 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.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|The Mather Group, LLC||Chicago, IL||Oct 2022 - Current||< 1|
|The Mather Group, LLC||Chicago, IL||Oct 2021 - Oct 2022||1|
|The Mather Group, LLC||Chicago, IL||Feb 2019 - Oct 2021||2|
|Astraeus Advisers LLC||Park Ridge, IL||Oct 2014 - Jan 2019||4|
|Self Employed||Chicago, IL||Jan 2014 - Sep 2014||< 1|
|Mmr Trading LLC||Oak Park, IL||Feb 2010 - Sep 2014||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management8,580MILLIONS
Total Number of Accounts12,561ACCOUNTS
Average Account Value$683,047
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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