Best Investors Account Sign in
Inactive

Katherine Mary Mcinerney

The Mather Group, LLC

Chicago, IL

Cincinnati, OH

CRD 6534299

Claim This Profile
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:

Current Employers
The Mather Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-30
  • OH RA
    APPROVED
    Since 2023-05-30

Branch Locations

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

10300 Alliance Rd, Cincinnati, OH 45242 • 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
Clear Perspectives Financial Planning, Llc Cincinnati OH 02/2015 Present
Clear Perspectives Financial Planning, Llc Cincinnati OH 02/2015 Present
  • 02/2015 → Present
    Clear Perspectives Financial Planning, Llc
    Cincinnati, OH
  • 02/2015 → Present
    Clear Perspectives Financial Planning, Llc
    Cincinnati, OH
Previous Registrations
  • 2015-08-13 → 2023-06-30
    Clear Perspectives Financial Planning, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-13
  • S65 Uniform Investment Adviser Law Examination
    2015-08-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor