Teresa Bousky, financial advisor Chicago IL

Teresa Bousky

CRD Number: 4432402
Current Firm: The Mather Group, LLC

Teresa Bousky (CRD# 4432402) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 22 years of experience in the finance industry. Teresa Bousky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Chicago, IL Aug 2021 - Current 2
Treybourne Wealth Planners Greenwood, IN Mar 2019 - Aug 2021 2
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Oct 2011 - Mar 2019 7
Private Vista, Llc (formerly Financial Strategy Network Llc) Chicago, IL Jun 2003 - Mar 2019 15
Private Vista, Llc (formerly Financial Strategy Network Llc) Chicago, IL Aug 2002 - Mar 2019 16
Suburban Area Agency On Aging Oak Park, IL May 2005 - Jun 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Teresa M. Bousky
Phone Number: 630-537-1078
Registered State(s):
  • CA
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    10,509
    MILLIONS
  • Total Number of Accounts
    15,974
    ACCOUNTS
  • Average Account Value
    $657,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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