Unclaimed Profile

Pamela Ann Popp

THE MATHER GROUP, LLC·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 79, Series 99TOClean record14 years registeredTHE MATHER GROUP, LLC

353 N. CLARK STREET, CHICAGO, IL 60654CRD# 2715434Firm CRD# 156005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pamela Ann Popp · CHICAGO, IL

Registration

CRD #2715434 · THE MATHER GROUP, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MATHER GROUP, LLC

LOCKTON INVESTMENT ADVISORS, LLC

Sep 2014 – Aug 2021

KANSAS CITY, MO

CAPTRUST FINANCIAL ADVISORS

Jun 2012 – Jun 2014

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 79

Series 99TO

Registration record

First registered · June 25, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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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Frequently Asked Questions

What services does Pamela Ann Popp offer?

Pamela Ann Popp specializes in Financial Planning, Investment Management.

What are Pamela Ann Popp's credentials?

Pamela Ann Popp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pamela Ann Popp located?

Pamela Ann Popp is based in CHICAGO, Illinois, last registered with THE MATHER GROUP, LLC.

How does Pamela Ann Popp charge for services?

Pamela Ann Popp'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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