Raymond Schenk, financial advisor Houston TX

Raymond Schenk

CRD Number: 2083712
Current Firm: The Mather Group, LLC

Raymond Schenk (CRD# 2083712) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 21 years of experience in the finance industry. Raymond Schenk 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.

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Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Houston, TX Sep 2015 - Current 5
Alpine Bank & Trust Co Rockford, IL Jul 2008 - Sep 2015 7
Belvidere National Bank Rockford, IL Dec 2004 - Jul 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Raymond C. Schenk
Phone Number: 630-537-1078
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    4,696
    MILLIONS
  • Total Number of Accounts
    8,614
    ACCOUNTS
  • Average Account Value
    $545,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY

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