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Nancy Lynn Ladd

THE Mather Group, LLC

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About Nancy Lynn Ladd

Nancy Ladd is a financial advisor at The Mather Group, LLC, based in Chicago, Illinois. Nancy has been a registered representative since 2001 and has a Series 7, Series 52 and Series 63 license. Nancy is also a Certified Financial Planner™. Nancy's previous work experience includes roles at HARRIS INVESTOR SERVICES LLC and HARRIS INVESTORLINE INC. Nancy currently holds an active IA registration in California, Illinois and Texas.

Firm Information

Nancy Ladd 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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Nancy Ladd’s Registration & Firm History

IL

02/03/2021 - Present

THE Mather Group, LLC (CHICAGO IL)

NJ

05/01/2002 - 10/28/2003

HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)

WA

10/26/2001 - 05/01/2002

HARRIS INVESTORLINE INC. (SEATTLE WA)

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Licenses & Designations

BC

Issued 03/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Lynn Ladd.
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