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Emily Kristin Forst

The Mather Group, LLC

Chicago, IL

Knoxville, TN

CRD 7329466

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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:

Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-01-15
  • TN RA
    APPROVED
    Since 2021-01-15

Branch Locations

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

2095 Lakeside Centre Way Suite 105, Knoxville, TN 37922 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Mather Group, Llc Knoxville TN 05/2020 04/2021
Resource Advisory Services Knoxville TN 11/2016 05/2020
Knoxville Tva Employees Credit Union Knoxville TN 09/2012 11/2016
The Mather Group, Llc Knoxville TN 04/2021 Present
  • 05/2020 → 04/2021
    The Mather Group, Llc
    Knoxville, TN
  • 11/2016 → 05/2020
    Resource Advisory Services
    Knoxville, TN
  • 09/2012 → 11/2016
    Knoxville Tva Employees Credit Union
    Knoxville, TN
  • 04/2021 → Present
    The Mather Group, Llc
    Knoxville, TN
Designations
  • Certified Financial Planner
Other Names
  • Emily Watts
  • Emily Lawson
  • Emily Forst

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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