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Kevin Terrell Allman

THE Mather Group, LLC

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About Kevin Terrell Allman

Kevin Terrell Allman is an investment advisor representative with The Mather Group, LLC, based in Chicago, Illinois. Kevin specializes in providing financial planning and investment management services for individuals, businesses, and institutions. Kevin is a Certified Financial Planner and has been in the industry since 2007. Previously, Kevin worked at SunTrust Investment Services, Inc. and Edward Jones. Kevin holds Series 7 and 66 licenses.

Firm Information

Kevin Allman is currently registered with THE Mather Group, LLC. THE Mather Group, LLC is an investment advisor based in CHICAGO, IL. They have 91 investment adviser representatives and $10,508,543,012 in regulatory assets under management. THE Mather Group, LLC provides financial planning, educational seminars, selection of other advisers, portfolio management for individuals, and publication of periodicals. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Mather Group, LLC

353 N. CLARK STREET

CHICAGO, IL 60654

$10.51B

Assets Under Management

1

Total Clients

79

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of total net worth

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Kevin Allman’s Registration & Firm History

IL

01/03/2023 - Present

THE Mather Group, LLC (CHICAGO IL)

GA

08/24/2010 - 08/25/2014

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

04/01/2008 - 08/05/2010

EDWARD JONES (MARIETTA GA)

GA

02/05/2007 - 04/14/2008

UBS FINANCIAL SERVICES INC. (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 02/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Terrell Allman.
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