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).

By the Numbers
  • Total Assets Under Management
    1,102
    MILLION
  • Total Number of Accounts
    2,466
    ACCOUNTS
  • Average Account Value
    $446,939
Compensation Options
  • A percentage of assets under your management
  • 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, CA, FL, GA, IL, IN, MI, TX, WI

Financial Advisors at The Mather Group, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Kevin T. Allman
CRD#: 4021616
353 North Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

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.

2
William D. Beutel
CRD#: 5056016
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
96
Wealthminder
score

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.

3
Christopher R. Fischer
CRD#: 5439274
353 North Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

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.

4
Stewart M. Mather
CRD#: 4494459
353 N. Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

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.

5
Richard A. Megica
CRD#: 4171403
2501 N Harwood, Suite 2420, Dallas, TX 75201
96
Wealthminder
score

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.

6
Raymond C. Schenk
CRD#: 2083712
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
96
Wealthminder
score

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.

7
Brian M. Schmehil
CRD#: 5370909
353 N. Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

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.

8
Brian G. Taylor
CRD#: 6064946
353 North Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

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.

9
Dawn M. Cornwall
CRD#: 1619298
353 N. Clark Street, Suite 2775, Chicago, IL 60654
93
Wealthminder
score

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.

10
Amanda M. Muse
CRD#: 5977910
353 North Clark Street Suite 2775, Chicago, IL 60654
93
Wealthminder
score

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.

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