Katie Lynne Milojevich
Investment adviser representative at The Mather Group, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.4BFirm assets
Are you Katie Lynne Milojevich? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- The Mather Group, LLCNov 2021 to now
- Allison Spielman AdvisorsMar 2005 to Oct 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4481471
- Firm CRD
- 156005