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Kristen Rebecca Oziemkowski

THE MATHER GROUP, LLC·CHICAGO, Illinois
Series 65Clean record8 years registeredTHE MATHER GROUP, LLC
353 N. CLARK STREET, CHICAGO, IL 60654CRD# 6840356Firm CRD# 156005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristen Rebecca Oziemkowski · CHICAGO, IL
Registration
CRD #6840356 · THE MATHER GROUP, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

THE MATHER GROUP, LLC
Sep 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 9, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MATHER GROUP, LLC
CRD 156005 · SEC 801-72156
AUM
$10.5B
Regulatory assets under management
Employees
163
15,974 client accounts
Services offered by THE MATHER GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at THE MATHER GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kristen Rebecca Oziemkowski offer?
Kristen Rebecca Oziemkowski specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Kristen Rebecca Oziemkowski's credentials?
Kristen Rebecca Oziemkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Rebecca Oziemkowski located?
Kristen Rebecca Oziemkowski is based in CHICAGO, Illinois, working with THE MATHER GROUP, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Kristen Rebecca Oziemkowski charge for services?
Kristen Rebecca Oziemkowski's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of total net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MATHER GROUP, LLC?
THE MATHER GROUP, LLC has approximately 163 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE MATHER GROUP, LLC

Michael Andrew Ryabik
CHICAGO, IL
Christopher Francis Yannella
CHICAGO, IL
Stewart Mohr Mather
CHICAGO, IL
Daniel Rees Bryant
CHICAGO, IL
Dawn Marie Cornwall
CHICAGO, IL
Jennifer Alisa Des Groseilliers
CHICAGO, IL

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