Luis Robles
Investment adviser representative at The Mather Group, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- The Mather Group, LLCMay 2025 to now
- Charles Schwab & Co., Inc.Jul 2021 to May 2025
- Bancwest Investment Services, Inc.Jul 2018 to Jul 2021
- Bank of the WestJul 2018 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors LLCJun 2013 to Nov 2016
- Wells Fargo Bank NADec 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6215304
- Firm CRD
- 156005