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Matthew William Benz

THE Mather Group, LLC

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About Matthew William Benz

Matthew William Benz is a financial advisor currently employed by The Mather Group, LLC in Chicago, IL. Matthew has over 15 years of experience in the financial services industry and has a broad range of expertise in financial planning and portfolio management.

Firm Information

Matthew Benz 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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Matthew Benz’s Registration & Firm History

IL

06/19/2019 - Present

THE Mather Group, LLC (CHICAGO IL)

NM

06/02/2015 - 04/07/2017

BANCWEST INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)

CO

02/07/2008 - 06/04/2015

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 01/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2015

Series 24 - General Securities Principal Examination

BC

Issued 04/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew William Benz.
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