Kenneth
Golden

The Mather Group, LLC

CRD#7170320
Investment Advisor
in Spring, TX

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About this Advisor

Kenneth Golden is a financial advisor working out of Spring, Texas with a total of 4 years of industry experience. Golden works at The Mather Group, LLC. Throughout their career, they have worked at Retired, Exxon Mobil and The Mather Group, LLC. Golden has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Illinois and Texas. The Mather Group, LLC is a financial advisory firm that has its headquarters in Chicago, IL. It has offices in 60 locations and a total of 167 people on staff. It oversees $9 billion in assets across its 16,761 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 16,761 accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees charged by The Mather Group, LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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

Spring, TX

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$8,718,717,623

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

167

TX Average: 44
Total Number of Accounts

16,761

TX Average: 2,564
Average Account Size

$520,179

TX 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

Kenneth Golden Work History

Kenneth has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The Mather Group, LLC

2018 - 2019 (1 year)

Retired

1984 - 2018 (34 years)

Exxon Mobil

*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 Kenneth Golden 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
Jonathan Gussick
Chicago, IL
Kelly Carpenter
Chicago, IL
Bradley Phillips
Austin, TX
Stephen Biggs
Lafayette, CA
Lucas Veldhuis
Houston, TX
Timothy Bates
Chicago, IL
Richard Megica
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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