Investment adviser representative · The Mather Group, LLC
Katie L. Milojevich
CRD 4481471 · Chicago, IL
At a glance
Katie L. Milojevich is an investment adviser representative with The Mather Group, LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katie’s SEC record dates to 2011, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Mather Group, LLCSince November 2021Chicago, IL · $13B in regulatory assets
SEC adviser record
- Registered since
- 2011 (14 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Katie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.