Shae Daniel Hess
Investment adviser representative at The Mather Group, LLC
12 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
12 years in the industry.
- The Mather Group, LLCMay 2026 to now
- Sebold Capital ManagementDec 2023 to May 2026
- Chad McquadeJul 2023 to Dec 2023
- Northwestern Mutual Investment Services LLCJul 2023 to Dec 2023
- Mclean Wealth MangementOct 2022 to May 2023
- Wells Fargo Advisors Financial Network, LLCOct 2022 to May 2023
- UnemployedAug 2022 to Oct 2022
- Cambridge Investment Research, Inc.Sep 2019 to Jul 2022
- Harvest Rock AdvisorsSep 2019 to Jul 2022
- Northwestern Mutual Wealth Management CompanyNov 2017 to Aug 2019
- Matthew MccormickAug 2017 to Aug 2019
- Northwestern Mutual Investment Services LLCJul 2017 to Aug 2019
- Dh DistributingSep 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6817387
- Firm CRD
- 156005