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Ryan M Gorman

THE Mather Group, LLC

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About Ryan M Gorman

Ryan Gorman is a financial advisor with The Mather Group, LLC in Cincinnati, OH. Ryan has been in the industry for over 5 years and is a Certified Financial Planner. Ryan has experience providing financial advice to a variety of clients, including individuals, families, and businesses. Prior to joining The Mather Group, Ryan worked at Northwestern Mutual Investment Services, LLC in Cincinnati, OH. Ryan's areas of specialization include financial planning, investment management, and retirement planning.

Firm Information

Ryan Gorman 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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Ryan Gorman’s Registration & Firm History

IL

05/25/2023 - Present

THE Mather Group, LLC (CHICAGO IL)

OH

07/26/2018 - 02/14/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)

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Licenses & Designations

BC

Issued 08/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan M Gorman.
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