Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Michael Bluerock is an investment advisor representative at The Mather Group, LLC. Josh Michael Bluerock has been in the industry since May 2023 and holds a Series 65 license. The Mather Group is a registered investment advisor that provides financial planning, educational seminars, and portfolio management for individuals and businesses. The firm has approximately $10,508,543,012 in assets under management.
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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IL
05/30/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
IA
Issued 05/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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