Matthew Benz, financial advisor Chicago IL

Matthew Benz

CRD Number: 5467399
Current Firm: The Mather Group, LLC

Matthew Benz (CRD# 5467399) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
The Mather Group, LLC Chicago, IL May 2019 - Current 4
Doyle Wealth Management, Inc. St. Petersbury, FL Apr 2017 - May 2019 2
Bancwest Investment Services Denver, CO May 2015 - Mar 2017 1
Bank Of The West Denver, CO May 2015 - Mar 2017 1
Fidelity Investments Jacksonville, FL Oct 2007 - May 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Matthew W. Benz
Phone Number: 630-537-1078
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    10,509
    MILLIONS
  • Total Number of Accounts
    15,974
    ACCOUNTS
  • Average Account Value
    $657,853
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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