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Bailey Yablonsky

The Mather Group, LLC

Chicago, IL

CRD 7962082

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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
IL RA APPROVED 2024-11-04
  • IL RA
    APPROVED
    Since 2024-11-04

Branch Locations

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
Golden Valley Golf And Country Club Golden Valley MN 04/2016 10/2017
City Of Maple Grove Maple Grove MN 06/2018 08/2018
Clubcorp Medina MN 06/2018 08/2019
Collins Aerospace Burnsville MN 06/2021 08/2021
Optum Eden Prairie MN 06/2022 04/2023
Boston Scientific Arden Hills MN 07/2023 07/2024
The Mather Group Chicago (Remote) IL 07/2024 Present
Wayzata High School And University Of Minnesota Twin Cities Minneapolis MN 09/2013 12/2022
  • 04/2016 → 10/2017
    Golden Valley Golf And Country Club
    Golden Valley, MN
  • 06/2018 → 08/2018
    City Of Maple Grove
    Maple Grove, MN
  • 06/2018 → 08/2019
    Clubcorp
    Medina, MN
  • 06/2021 → 08/2021
    Collins Aerospace
    Burnsville, MN
  • 06/2022 → 04/2023
    Optum
    Eden Prairie, MN
  • 07/2023 → 07/2024
    Boston Scientific
    Arden Hills, MN
  • 07/2024 → Present
    The Mather Group
    Chicago (Remote), IL
  • 09/2013 → 12/2022
    Wayzata High School And University Of Minnesota Twin Cities
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-02

View on SEC IAPD

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