Kelly Carpenter
Investment adviser representative at The Mather Group, LLC
8 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
8 years in the industry.
- The Mather Group, LLCMay 2022 to now
- The Mather Group, LLCMar 2022 to Apr 2022
- Self EmployedMay 2014 to Mar 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6407205
- Firm CRD
- 156005