Samuel
Hutchison

The Mather Group, LLC

CRD#6777147
Investment Advisor
in Chicago, IL

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About this Advisor

Samuel Hutchison is a certified financial planner who works out of Chicago, Illinois who has 1 year of industry experience. Hutchison is an employee of The Mather Group, LLC. Throughout their career, they have worked at The Mather Group, LLC, Northwestern Mutual, Stonebridge Country Club, The University Of Iowa and Marmion Acadademy. Hutchison holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Illinois and Texas. The Mather Group, LLC is a registered investment business that has its headquarters in Chicago, IL. The firm has offices in 60 locations and a total of 167 employees. It controls $9 billion in total assets across its 16,761 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 16,761 client accounts, 51% are held by high-net-worth clients who have at least $1 million in investable assets. The Mather Group, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which service is provided. However, fees billed by The Mather Group, LLC most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

$8,718,717,623

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

167

IL Average: 44
Total Number of Accounts

16,761

IL Average: 2,564
Average Account Size

$520,179

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

Samuel Hutchison Work History

Samuel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Mather Group, LLC

2020 - 2022 (2 years)

The Mather Group, LLC

2019 - 2019 (< 1 year)

The Mather Group, LLC

2017 - 2017 (< 1 year)

Northwestern Mutual

2016 - 2020 (4 years)

The University Of Iowa

2012 - 2017 (5 years)

Stonebridge Country Club

2012 - 2016 (4 years)

Marmion Acadademy

*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 Samuel Hutchison 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

Joshua Mason
Snohomish, WA
Bradley Phillips
Austin, TX
Kelly Carpenter
Chicago, IL
Jonathan Gussick
Chicago, IL
Mark Nichol
Chicago, IL
Stephen Biggs
Lafayette, CA
Amanda Muse
Chicago, IL
Samuel Hutchison
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.

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