Skip to content

Andrew Mattingly

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

Are you Andrew Mattingly? Claim your profile

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.

  1. The Mather Group, LLCApr 2026 to now
  2. TargetMar 2026 to Apr 2026
  3. UnemployedJul 2025 to Mar 2026
  4. Lenox AdvisorsNov 2024 to Jul 2025
  5. Massmutual Life Insurance CoNov 2024 to Jul 2025
  6. MML Investors Services, LLCNov 2024 to Jul 2025
  7. UnemployedSep 2024 to Nov 2024
  8. Pc Home CenterJul 2024 to Sep 2024
  9. UnemployedDec 2023 to Jul 2024
  10. Stock Yards Bank and TrustMay 2023 to Aug 2023
  11. Bluegrass Lending GroupMay 2022 to Aug 2022
  12. Stock Yards Bank and TrustDec 2021 to Jan 2022
  13. Stock Yards Bank and TrustJun 2021 to Aug 2021
  14. UpsJun 2020 to Aug 2020
  15. Indiana UniversityAug 2019 to Dec 2023
  16. TargetNov 2017 to Aug 2019
  17. Greater Clark County SchoolsJan 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8004150
Firm CRD
156005
Advisor's SEC record (opens in a new tab)
CallContact this firm