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
Kate McInerney (CRD# 6534299) is an Investment Adviser Representative with Clear Perspectives Financial Planning, LLC in Cincinnati, OH. She specializes in helping people match their spending to their values, charitable giving, tackling debt repayment like student loans, and preparing for long-term goals like retirement.
Prior to joining Clear Perspectives, Kate served for seven years in the nonprofit community development field in Cincinnati and Chicago. She is currently pursuing her MBA from the University of Cincinnati and preparing for the CFP exam. Kate is a graduate of Denison University.
Richard Megica (CRD# 4171403) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Kristen Oziemkowski (CRD# 6840356) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Moses Park (CRD# 6856472) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Amy Parks (CRD# 5983800) 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.
James Perkins (CRD# 5880951) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Bradley Phillips (CRD# 6754380) is an Investment Advisor Representative working at The Mather Group, LLC in Austin, TX and has 1 year of experience in the finance industry.
Adam Recker (CRD# 5809418) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Justin Reede (CRD# 6644765) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 6 years of experience in the finance industry.
Jeffrey Riley (CRD# 4765219) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 20 years of experience in the finance industry.