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Robert W Bartlett

THE Mather Group, LLC

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About Robert W Bartlett

Robert Bartlett is a Certified Financial Planner™ who has been working in the financial industry since March 2015. Robert is currently registered with The Mather Group, LLC and has been with the firm since May 2023. Robert holds the Series 65 license and has been registered in Illinois, Ohio and Texas since May 2023. Robert specializes in providing financial planning, portfolio management for individuals and educational seminars. Robert also has experience providing financial planning for high-net-worth individuals, pension and profit-sharing plans and charitable organizations. The Mather Group, LLC is a financial advisor firm with a total of $10,508,543,012 in assets under management. The Mather Group, LLC provides financial planning services for individuals, families, and businesses.

Firm Information

Robert Bartlett 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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Robert Bartlett’s Registration & Firm History

OH

05/30/2023 - Present

THE Mather Group, LLC (Cincinnati OH)

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Licenses & Designations

IA

Issued 01/21/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert W Bartlett.
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