Mp & H Financial Group, LLC

Mp & H Financial Group, LLC (CRD# 147664) is a financial advisory firm headquartered in Libertyville, IL. They manage $22,600,392 in 59 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $383,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, IL, WI

Financial Advisors at Mp & H Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David J. Mathers
CRD#: 6597555
1580 South Milwaukee Avenue, Libertyville, IL 60048
90
Wealthminder
score

David Mathers (CRD# 6597555) is an Investment Advisor Representative working at Mp & H Financial Group, LLC in Libertyville, IL and has 1 year of experience in the finance industry.

2
Rosalie K. Mathers
CRD#: 6386118
1580 South Milwaukee Avenue, Libertyville, IL 60048
87
Wealthminder
score

Rosalie Mathers (CRD# 6386118) is an Investment Advisor Representative working at Mp & H Financial Group, LLC in Libertyville, IL and has 1 year of experience in the finance industry.

3
Dale H. Anderson
CRD#: 2108689
1580 South Milwaukee Avenue, Suite 610, Libertyville, IL 60048
86
Wealthminder
score

Dale Anderson (CRD# 2108689) is an Investment Advisor Representative working at Mp & H Financial Group, LLC in Libertyville, IL and has over 26 years of experience in the finance industry. Dale Anderson 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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