Kate McInerney, financial advisor Chicago IL

Kate McInerney

CRD Number: 6534299
Current Firm: The Mather Group, 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. 

CONTACT
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Professional Designations
Company Name Location Dates Years
Clear Perspectives Financial Planning, LLC Cincinnati, OH Feb 2015 - Current 9
Clear Perspectives Financial Planning, LLC Cincinnati, OH Feb 2015 - Current 9
Local Initiatives Support Corporation Cincinnati, OH Apr 2012 - Jul 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Kate McInerney
By the Numbers
  • Total Assets Under Management
    10,509
    MILLIONS
  • Total Number of Accounts
    15,974
    ACCOUNTS
  • Average Account Value
    $657,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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