Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Recker is a financial advisor with The Mather Group, LLC, a firm based in Chicago, IL. Adam has been registered as a financial advisor since July 2017 and currently holds a Certified Financial Planner and Chartered Financial Analyst designation. Adam's firm provides financial planning and portfolio management services to individuals and families, and they also specialize in providing advisory services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Adam has extensive experience working with individuals, and his previous experience includes working with First Financial Bank in Cincinnati, OH. Adam specializes in providing services related to retirement planning, investment management, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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TX
11/01/2024 - Present
THE Mather Group, LLC (Dallas TX)
Active
Inactive
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