William
Kirk
The Mather Group, LLC
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About this Advisor
William Kirk is a financial advisor based in Chicago, Illinois, working with The Mather Group, LLC. William has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, The Mather Group, LLC, and Fidelity. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Illinois, New Hampshire, New Jersey, Pennsylvania, and Virginia. Currently, William 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
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$10,508,543,012
163
15,974
$657,853
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
William Kirk Work History
The Mather Group, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity
Disclosures
Please visit the SEC profile of William Kirk 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
Cincinnati, OH
Chicago, IL
Chicago, IL
Chicago, IL
Cincinnati, OH
Chicago, IL
Chicago, IL
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