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Inactive

Karly Rose Wakely

The Mather Group, LLC

Prior Lake, MN

Chicago, IL

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Current Employers
The Mather Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-23
MN RA APPROVED 2025-07-23
  • IL RA
    APPROVED
    Since 2025-07-23
  • MN RA
    APPROVED
    Since 2025-07-23

Branch Locations

Prior Lake, MN • United States

353 N. Clark Street Suite 2775, Chicago, IL 60654 • 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
Lpl Financial Llc Minnetonka MN 12/2011 03/2020
Marks Group Wealth Management Minnetonka MN 12/2011 03/2020
Fisher Investments Plano TX 04/2020 05/2025
The Mather Group, Llc Chicago IL 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-21
  • S66 Uniform Combined State Law Examination
    2012-12-21
Designations
Other Names
  • Karly R Zimmerman
  • Karly Rose Zimmerman

View on SEC IAPD

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