Andrew Mattingly

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

• 11/2024 → 07/2025
  Massmutual Life Insurance Co
  Chicago, IL
• 11/2024 → 07/2025
  Mml Investors Services, Llc
  Chicago, IL
• 07/2024 → 09/2024
  Pc Home Center
  New Albany, IN
• 05/2023 → 08/2023
  Stock Yards Bank And Trust
  Louisville, KY
• 05/2022 → 08/2022
  Bluegrass Lending Group
  Louisville, KY
• 12/2021 → 01/2022
  Stock Yards Bank And Trust
  Louisville, KY
• 06/2021 → 08/2021
  Stock Yards Bank And Trust
  Louisville, KY
• 06/2020 → 08/2020
  Ups
  Louisville, KY
• 11/2017 → 08/2019
  Target
  Clarksvile, IN
• 01/2017 → 03/2017
  Highway 55
  Jeffersonville, IN
• 09/2024 → 11/2024
  Unemployed
  Jeffersonville, IN
• 12/2023 → 07/2024
  Unemployed
  Jeffersonville, IN
• 08/2019 → 12/2023
  Indiana University
  Bloomington, IN
• 01/2014 → 06/2019
  Greater Clark County Schools
  Charlestown, IN
• 11/2024 → 07/2025
  Lenox Advisors
  Chicago, IL
• 07/2025 → 03/2026
  Unemployed
  Chicago, IL
• 03/2026 → 04/2026
  Target
  Chicago, IL
• 04/2026 → Present
  The Mather Group
  Chicago, IL

Previous Registrations

• 2025-02-24 → 2025-06-26
  Mml Investors Services, Llc
  Chicago, IL
  Chicago, IL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-02-08