Robert
Hankla

The Mather Group, LLC

CRD#5322558
Investment Advisor
in Chicago, IL

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About this Advisor

Robert Hankla is a financial advisor based in Chicago, Illinois, working with The Mather Group, LLC. Robert has previously held positions at Resource Advisory Services, Inc, Resource Advisory Services, and The Mather Group, LLC. Robert is registered to provide services in Illinois, Tennessee, and Texas. Currently, Robert is part of The Mather Group, LLC, which operates out of Chicago, Illinois. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

353 N. Clark Street Suite 2775
Chicago, IL 60654

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$10,508,543,012

IL Average: $6,674,516,078
Total Number of Employees

163

IL Average: 44
Total Number of Accounts

15,974

IL Average: 2,564
Average Account Size

$657,853

IL Average: $2,603,165

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

Robert Hankla Work History

2022 - Present (2 years)

The Mather Group, LLC

2020 - 2022 (2 years)

The Mather Group, LLC

2012 - 2020 (8 years)

Resource Advisory Services

2004 - 2020 (16 years)

Resource Advisory Services, Inc

Disclosures

Please visit the SEC profile of Robert Hankla 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

John D'Amelio
Chicago, IL
Robert Bartlett
Cincinnati, OH
Ben Petrie
Chicago, IL
Frank Pecucci
Chicago, IL
Abigail Hasling
Lafayette, CA
Kelly Carpenter
Chicago, IL
Ryan Quinn
Chicago, IL
Matthew Greer
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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