The Mather Group, LLC
The Mather Group, LLC (CRD# 156005) is a financial advisory firm headquartered in Chicago, IL. They manage $8,579,759,071 in 12,561 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management8,580MILLION
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Total Number of Accounts12,561ACCOUNTS
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Average Account Value$683,047
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Kevin Allman (CRD# 4021616) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 15 years of experience in the finance industry. Kevin Allman 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.
Rachel Ballengee (CRD# 5344019) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 14 years of experience in the finance industry. Rachel Ballengee 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.
Matthew Benz (CRD# 5467399) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Steven Berman (CRD# 2226183) is an Investment Advisor Representative working at The Mather Group, LLC in Mill Valley, CA and has over 26 years of experience in the finance industry.
William Beutel (CRD# 5056016) 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. William Beutel 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.
Priscilla Birt (CRD# 6988571) is an Investment Advisor Representative working at The Mather Group, LLC in Knoxville, TN and has 1 year of experience in the finance industry. Priscilla Birt 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.
Teresa Bousky (CRD# 4432402) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 20 years of experience in the finance industry. Teresa Bousky 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.
Randall Braziel (CRD# 7082107) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has 1 year of experience in the finance industry. Randall Braziel 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.
Joshua Carucci (CRD# 6805660) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Dawn Cornwall (CRD# 1619298) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 18 years of experience in the finance industry.