Courtney Lytton Fuller

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Orland Park, IL
• 03/2020 → 08/2024
  Ameriprise Financial Services, Llc
  Orland Park, IL
• 09/2024 → Present
  The Mather Group, Llc
  Chicago, IL

Previous Registrations

• 2016-05-06 → 2024-09-04
  Ameriprise Financial Services, Llc
  Orland Park, IL
  Orland Park, IL
  Oakbrook Terrace, IL
  Coal City, IL

Other Businesses

Board of Directors; Fuller Tome; Courtney L; Equipment Coordinator; PO Box 41, , Coal City , IL, 60416; Not Investment-Related; 02/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Outside Employment; Ninth Avenue LLC; Other; 15030 S Ravinia Ave, Suite 39, Orland Park, IL, 60462; Investment-Related; 02/21/2024; 60 during trading hours; 60 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-02

Other Names

• Courtney Lytton Fuller-Tome
• Courtney Lytton Fuller
• Courtney L Fuller
• Courtney Lytton Fuller Tome