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Michael Allen Curley

The Mather Group, LLC

Cincinnati, OH

Chicago, IL

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-31
  • OH RA
    APPROVED
    Since 2023-05-31

Branch Locations

10300 Alliance Rd Suite 460, Cincinnati, OH 45242 • United States

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Fairfield OH 03/2015 12/2016
U.S. Bancorp Investments, Inc. West Chester OH 12/2016 04/2021
Clear Perspectives Financial Planning, Llc Cincinnati OH 04/2021 05/2023
The Mather Group, Llc Chicago IL 05/2023 Present
  • 03/2015 → 12/2016
    Key Investment Services
    Fairfield, OH
  • 12/2016 → 04/2021
    U.S. Bancorp Investments, Inc.
    West Chester, OH
  • 04/2021 → 05/2023
    Clear Perspectives Financial Planning, Llc
    Cincinnati, OH
  • 05/2023 → Present
    The Mather Group, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-28
S63 Uniform Securities Agent State Law Examination 2004-08-11
  • S65 Uniform Investment Adviser Law Examination
    2006-07-28
  • S63 Uniform Securities Agent State Law Examination
    2004-08-11
Designations
Other Names
  • Mike Curley

View on SEC IAPD

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ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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