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Theresa Coleman

THE Mather Group, LLC

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About Theresa Coleman

Theresa Coleman is an investment advisor representative registered with The Mather Group, LLC. Theresa is registered to provide investment advice in Illinois. Theresa Coleman has been in the securities industry for over 8 years, working with clients in various capacities. Prior to joining The Mather Group, Theresa worked at WH Trading LLC, R.J. O'Brien & Associates, Lefty's Pizza Kitchen, Glenbrook South High School, Springman Middle School, University of Illinois at Urbana-Champaign, and Glenbrook South High School. Theresa is passionate about helping clients achieve their financial goals. Theresa specializes in providing financial planning, portfolio management, and educational seminars for individuals, high net worth individuals, and charitable organizations.

Firm Information

Theresa Coleman 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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Theresa Coleman’s Registration & Firm History

IL

12/09/2024 - Present

THE Mather Group, LLC (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theresa Coleman.
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