David J Hattas

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

• 02/2016 → 05/2024
  Full Time Education
  Naperville, IL
• 06/2024 → 08/2025
  Windy City Wire
  Bolingbrook, IL
• 08/2025 → Present
  The Mather Group
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-13