Brian Michael Schmehil

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

• 01/2016 → 01/2022
  The Mather Group, Llc
  Chicago, IL
• 01/2022 → 07/2022
  The Mather Group, Llc
  Chicago, IL
• 07/2022 → Present
  The Mather Group, Llc
  Chicago, IL

Previous Registrations

• 2009-06-01 → 2011-03-03
  Morgan Stanley
  Oak Brook, IL
• 2008-10-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  Oak Brook, IL

Other Businesses

RENTAL PROPERTY; NON-INVESTMENT RELATED; START DATE 8/1/19; LEASING AND PROPERTY MANAGEMENT OF PERSONALLY OWNED REAL ESTATE; 2 HOURS PER MONTH OUTSIDE OF TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2008-10-07

Designations

• Certified Financial Planner

Other Names

• Brian Schmehil