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William Chamberlin Kirk

THE Mather Group, LLC

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About William Chamberlin Kirk

William Chamberlin Kirk is a financial advisor with The Mather Group, LLC. William Chamberlin Kirk has been in the financial industry for over 12 years. William Chamberlin Kirk is currently registered with the following states: Illinois, New Hampshire, New Jersey, Pennsylvania and Virginia. William Chamberlin Kirk also holds the Series 63, Series 66 and Series 7 licenses.

Firm Information

William Kirk 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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William Kirk’s Registration & Firm History

IL

03/04/2022 - Present

THE Mather Group, LLC (CHICAGO IL)

NY

03/17/2016 - 06/27/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)

NY

12/08/2010 - 02/29/2016

FIDELITY BROKERAGE SERVICES LLC (HUNTINGTON STATION NY)

NY

03/20/2009 - 12/11/2009

HSBC SECURITIES (USA) INC. (FRANKLIN SQUARE NY)

NY

06/20/2006 - 03/06/2009

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BOTH

Issued 06/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Chamberlin Kirk.
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