The Mather Group, LLC
The Mather Group, LLC (CRD# 156005) is a financial advisory firm headquartered in Chicago, IL. They manage $10,508,543,012 in 15,974 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management10,509MILLION
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- 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
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
Brian Hayes (CRD# 4094068) is an Investment Advisor Representative working at The Mather Group, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Carol Hoffman (CRD# 5497550) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry. Carol 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.
Carol is warm, caring, and highly experienced. She founded Clear Perspectives with her business partner, Timothy Grout, in 2008. She has managed hundreds of millions of dollars in business profits, commodities positions, supply chains and acquisitions at the Procter & Gamble Company. She holds an MBA in finance from Indiana University.
Elliott Hollingsworth (CRD# 4363276) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Ying Huang (CRD# 6201564) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Peggy Kessinger (CRD# 5481535) is an Investment Advisor Representative working at The Mather Group, LLC in Beaverton, OR and has over 16 years of experience in the finance industry.
William Kirk (CRD# 5144937) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Nancy Ladd (CRD# 2854356) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Alexia Larson (CRD# 5294097) is an Investment Advisor Representative working at The Mather Group, LLC in Mclean, VA and has over 17 years of experience in the finance industry.
Laura Lion is a fee-only financial advisor working at Barnett Financial in Austin, TX. Laura has over 20 years experience in the finance industry.
At Barnett Financial, we believe that the best way to connect your dreams to sound financial strategy is by getting to know you. To provide expert financial services and sound advice, we listen first. We take a personal interest in the unique experiences, concrete concerns, and complex drivers that shape your individual investment priorities.
We offer long-term family financial planning and investment management services to a select group of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions.
Joshua Mason (CRD# 5491054) is an Investment Advisor Representative working at The Mather Group, LLC in Snohomish, WA and has over 16 years of experience in the finance industry.