Kate McInerney
CRD Number: 6534299Current Firm: Clear Perspectives Financial Planning, LLC
Compensation Model: Fee Only
Kate McInerney (CRD# 6534299) is an Investment Adviser Representative with Clear Perspectives Financial Planning, LLC in Cincinnati, OH. She specializes in helping people match their spending to their values, charitable giving, tackling debt repayment like student loans, and preparing for long-term goals like retirement.
Prior to joining Clear Perspectives, Kate served for seven years in the nonprofit community development field in Cincinnati and Chicago. She is currently pursuing her MBA from the University of Cincinnati and preparing for the CFP exam. Kate is a graduate of Denison University.
CRD# 6428654
Renaissance Investment Management
CRD# 4600518
Journey Advisory Group, LLC
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Perspectives Financial Planning, LLC | Cincinnati, OH | Feb 2015 - Current | 5 |
| Local Initiatives Support Corporation | Cincinnati, OH | Apr 2012 - Jul 2015 | 3 |
| Chicago Community Loan Fund | Chicago, IL | Aug 2008 - Apr 2012 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- IN
- KY
- OH
- TX
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Total Assets Under Management229MILLIONS
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Total Number of Accounts815ACCOUNTS
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Average Account Value$281,237
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN, KY, NY, OH, TX
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