The Mather Group, LLC
The Mather Group, LLC (CRD# 156005) is a financial advisory firm headquartered in Chicago, IL. They manage $1,102,150,498 in 2,466 accounts and serve the financial needs of clients across 9 states (or territories).
-
Total Assets Under Management1,102MILLION
-
Total Number of Accounts2,466ACCOUNTS
-
Average Account Value$446,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, IL, IN, MI, TX, WI
Kevin Allman (CRD# 4021616) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 11 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.
William Beutel (CRD# 5056016) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 12 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.
Christopher Fischer (CRD# 5439274) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 7 years of experience in the finance industry. Christopher Fischer 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.
Stewart Mather (CRD# 4494459) 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. Stewart Mather 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.
Richard Megica (CRD# 4171403) is an Investment Advisor Representative working at The Mather Group, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Richard Megica 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.
Raymond Schenk (CRD# 2083712) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 18 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.
Brian Schmehil (CRD# 5370909) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 9 years of experience in the finance industry. Brian Schmehil 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.
Brian Taylor (CRD# 6064946) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 5 years of experience in the finance industry. Brian Taylor 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.
Dawn Cornwall (CRD# 1619298) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Amanda Muse (CRD# 5977910) 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. Amanda Muse 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.