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Abigail Phillips Hasling

Abigail P. Hasling

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CRD#: 6367906
Abigail Phillips Hasling

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Abigail Phillips Hasling, CFP®, who also goes by Abigail Christine Phillips, Abby Phillips, was a registered financial professional .

Abigail is a previously registered financial professional and started their career in finance in 2018. Abigail had worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Special Needs Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

Aliases


Abigail Christine Phillips | Abby Phillips

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

August 17, 2022 - July 10, 2025

THE MATHER GROUP, LLC

RIA
CRD#: 156005
Lafayette, CA
Past

May 22, 2019 - August 9, 2022

HC FINANCIAL ADVISORS INC

RIA
CRD#: 110436
LAFAYETTE, CA
Past

February 26, 2018 - April 22, 2019

HOWARD FINANCIAL SERVICES, LTD.

RIA
CRD#: 107978
DALLAS, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE MATHER GROUP, LLC
THE MATHER GROUP, LLC
LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.

CRD#: 156005 / SEC#: 801-72156

RIA
Registered Investment Advisory firm - (2/18/2011 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/26/2018
Uniform Investment Adviser Law Examination

Current Firm


THE MATHER GROUP, LLC
THE MATHER GROUP, LLC
LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.

CRD#: 156005 / SEC#: 801-72156

RIA
Registered Investment Advisory firm - (2/18/2011 Approved)
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Contact information


Main Address
353 N. Clark Street Suite 2775, Chicago, IL 60654
Mailing Address
Phone number
(888) 537-1080
Established
Firm type
Fiscal year end
# of Employees
186

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/10/2025)

Regulatory assets under management


Total Number of Accounts16,285
AUM (Assets Under Management)$ 11,710,038,016

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/25/2025
Cover Page
08/28/2023
01/26/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE MATHER GROUP, LLC

THE MATHER GROUP, LLC

CRD#: 156005

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Contact information


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