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Bailey Yablonsky

Investment adviser representative at The Mather Group, LLC
13 yearsExperience
1 stateRegistered in
$13.4BFirm assets
15 yearsFirm in business

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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

13 years in the industry.

  1. The Mather Group, LLCJul 2024 to now
  2. Boston ScientificJul 2023 to Jul 2024
  3. OptumJun 2022 to Apr 2023
  4. Collins AerospaceJun 2021 to Aug 2021
  5. ClubcorpJun 2018 to Aug 2019
  6. City of Maple GroveJun 2018 to Aug 2018
  7. Golden Valley Golf and Country ClubApr 2016 to Oct 2017
  8. Wayzata High School and University of Minnesota Twin CitiesSep 2013 to Dec 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7962082
Firm CRD
156005
Advisor's SEC record (opens in a new tab)
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