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Suzanne Louise Bick

The Mather Group, LLC

Chicago, IL

Beaverton, OR

CRD 7454493

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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
OR RA APPROVED 2022-10-06
  • OR RA
    APPROVED
    Since 2022-10-06

Branch Locations

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

3853 Sw Hall Blvd, Beaverton, OR 97005 • 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
Cedar Financial Advisors, Llc Beaverton OR 06/2017 10/2022
Norway Labs, Inc. Beaverton OR 03/2008 06/2019
The Mather Group, Llc Chicago IL 10/2022 Present
  • 06/2017 → 10/2022
    Cedar Financial Advisors, Llc
    Beaverton, OR
  • 03/2008 → 06/2019
    Norway Labs, Inc.
    Beaverton, OR
  • 10/2022 → Present
    The Mather Group, Llc
    Chicago, IL
Previous Registrations
  • 2021-11-30 → 2022-10-04
    Cedar Financial Advisors, Llc
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-18
S65 Uniform Investment Adviser Law Examination 2021-09-18
  • S65 Uniform Investment Adviser Law Examination
    2021-09-18
  • S65 Uniform Investment Adviser Law Examination
    2021-09-18

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

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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