Michael Allen Curley

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2021-04-16 → 2023-06-30
  Clear Perspectives Financial Planning, Llc
  Cincinnati, OH
• 2016-12-20 → 2021-04-05
  U.S. Bancorp Investments, Inc.
  West Chester, OH
  West Chester, OH
  Mason, OH
  West Chester, OH
  Mason, OH
  West Chester, OH
  West Chester, OH
• 2015-04-01 → 2016-12-16
  Key Investment Services Llc
  Dayton, OH
  Fairfield, OH
• 2014-05-08 → 2015-04-01
  Wealth Dimensions Group, Ltd.
  Cincinnati, OH
• 2009-07-23 → 2014-05-02
  Fifth Third Securities, Inc.
  Loveland, OH
  Cincinnati, OH
  West Chester, OH
  Cincinnati, OH
• 2009-06-16 → 2009-07-13
  Strategic Institutional Consulting Group, Llc
  Southfield, MI
  Cincinnati, OH
• 2006-10-25 → 2009-03-16
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-28
• S63 Uniform Securities Agent State Law Examination
  2004-08-11

Designations

• Certified Financial Planner

Other Names

• Mike Curley