Karly Rose Wakely
Investment adviser representative at The Mather Group, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13.4BFirm assets
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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
15 years in the industry.
- The Mather Group, LLCJun 2025 to now
- Fisher InvestmentsApr 2020 to May 2025
- LPL Financial LLCDec 2011 to Mar 2020
- Marks Group Wealth ManagementDec 2011 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (IL, MN).
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
- 5792463
- Firm CRD
- 156005