Unclaimed
Michael Schelle is a certified financial planner. Michael joined The Mather Group, LLC in May 2023. Michael currently holds a Series 65 license. Michael has worked in the financial industry since 2016. Michael is licensed to offer advisory services in Illinois, Ohio, and Texas. The Mather Group, LLC, is a Registered Investment Adviser headquartered in Chicago, Illinois. The firm provides a variety of financial services to individual clients, including investment management, financial planning and educational seminars.
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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2
OH
05/25/2023 - Present
THE Mather Group, LLC (Cincinnati OH)
IA
Issued 03/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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