Amanda
Muse
The Mather Group, LLC
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About this Advisor
Amanda Muse is a certified financial planner operating out of Chicago, Illinois, with a total of 6 years of relevant experience. Muse is an advisor for The Mather Group, LLC. Throughout their career, Muse has worked at Valmark Securities, Inc, Willis Johnson & Associates, Fsc Securities Corp and The Mather Group, LLC. Muse holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Illinois, Louisiana and Texas. The Mather Group, LLC is a registered investment firm that has its headquarters in Chicago, IL. The investment advisory business has offices in 60 locations and a total of 167 financial advisors. It has $9 billion in total assets among its 16,761 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 16,761 customer accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules depend on the financial services offered. However, fee types charged by The Mather Group, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$8,718,717,623
167
16,761
$520,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Amanda Muse Work History
Amanda has been registered as a financial advisor for 6 years.*
The Mather Group, LLC
The Mather Group, LLC
Willis Johnson & Associates
Fsc Securities Corp
Valmark Securities, Inc
Valmark Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Muse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Mather Group, LLC
Chicago, IL
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Austin, TX
Snohomish, WA
Chicago, IL
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Lafayette, CA
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
