Benjamin J Wozniak
Investment adviser representative at The Mather Group, LLC
11 yearsExperience
1 stateRegistered in
$13.4BFirm assets
15 yearsFirm in business
Are you Benjamin J Wozniak? Claim your profile
Contact this firm
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
11 years in the industry.
- The Mather Group, LLCJun 2025 to now
- N/aSep 2024 to May 2025
- The Mather GroupMay 2024 to Aug 2024
- Benoot Pressure WashingMay 2023 to May 2024
- Poplar Creek Country ClubJun 2022 to Dec 2023
- Grand Slam RemodelingJun 2020 to May 2024
- N/aJun 2019 to May 2020
- NwsraOct 2018 to Jun 2019
- N/aDec 2015 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8208963
- Firm CRD
- 156005