Philip Timothy Johnston

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

• 06/2020 → 03/2022
  Shankervalleau Wealth Advisors, Inc.
  Skokie, IL
• 05/2019 → 04/2020
  Focus Financial
  St. Louis Park, MN
• 02/2019 → 11/2019
  University Of Illinois Foundation
  Champaign, IL
• 05/2018 → 08/2018
  University Housing
  Champaign, IL
• 09/2017 → 05/2018
  University Housing
  Champaign, IL
• 05/2017 → 08/2017
  University Housing
  Champaign, IL
• 08/2016 → 06/2020
  University Of Illinois At Urbana - Champaign
  Champaign, IL
• 03/2022 → Present
  The Mather Group, Llc
  Chicago, IL

Previous Registrations

• 2020-10-27 → 2022-03-07
  Shankervalleau Wealth Advisors, Inc.
  Skokie, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-27

Designations

• Certified Financial Planner

Other Names

• Phil Johnston