Kailan A Patel

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

• 10/2024 → 11/2024
  Newline Financial
  Oakbrook, IL
• 12/2024 → 12/2024
  World Financial Group
  Chiacgo, IL
• 05/2023 → 08/2023
  The Mather Group
  Chicago, IL
• 02/2025 → Present
  The Mather Group
  Chicago, IL
• 06/2022 → 08/2022
  So'BElla Cucina
  Glenview, IL
• 01/2015 → 05/2022
  N/A
  Glenview, IL
• 09/2022 → 05/2023
  N/A
  Glenview, IL
• 09/2023 → 09/2024
  N/A
  Glenview, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25