Cody
Dunifon
The Mather Group, LLC
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About this Advisor
Cody Dunifon is a certified financial planner based in Chicago, Illinois, with 3 years of industry experience. Dunifon is an employee of The Mather Group, LLC. During their career, the advisor has held roles at The Mather Group, LLC, Altair Advisors, Midland Ira, Student and Purdue University. Dunifon can advise clients in California, Colorado, Illinois, Indiana, Minnesota and Texas. The Mather Group, LLC is a registered investment firm that has its headquarters in Chicago, IL. The company has offices in 60 locations and a total of 167 people on staff. It handles $9 billion in total assets across its 16,761 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 16,761 customer accounts, 51% belong to high-net-worth individuals who have at least $1 million in investable assets. The Mather Group, LLC offers 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 fees vary depending on the type of services. Fee types billed by The Mather Group, LLC may include 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
Cody Dunifon Work History
Cody has been registered as a financial advisor for 3 years.*
The Mather Group, LLC
Altair Advisors
Midland Ira
Student
Purdue University
*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 Cody Dunifon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
