Kate McInerney, financial advisor Cincinnati OH

Kate McInerney

CRD Number: 6534299
Current 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. 

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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
Contact Info for Kate McInerney
Phone Number: (513)469-8400
Registered State(s):
  • IN
  • KY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $281,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, NY, OH, TX

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Data verified by both the advisor and the public regulatory data.

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