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Stephen Craig Biggs

THE Mather Group, LLC

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About Stephen Craig Biggs

Stephen Biggs is a financial advisor at The Mather Group, LLC. Stephen has been in the financial services industry since 2007. Stephen is registered with the state of California as an investment advisor representative. Stephen is a Certified Financial Planner and a Chartered Financial Analyst. Stephen specializes in providing financial planning, portfolio management, and educational seminars to individuals and families.

Firm Information

Stephen Biggs 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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Stephen Biggs’s Registration & Firm History

IL

08/19/2022 - Present

THE Mather Group, LLC (CHICAGO IL)

IL

01/18/2007 - 09/15/2008

ZACKS & COMPANY (CHICAGO IL)

NA

11/15/1993 - 03/30/1994

LA JOLLA SECURITIES CORPORATION

NA

08/06/1993 - 11/17/1993

CHATFIELD DEAN & CO., INC.

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Licenses & Designations

BC

Issued 01/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2007

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Craig Biggs.
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