Michael
Curley
The Mather Group, LLC
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About this Advisor
Michael Curley is a financial advisor based in Cincinnati, Ohio, working with The Mather Group, LLC. Michael has previously held positions at Wealth Dimensions Group, LTD, Key Investment Services, U.S. Bancorp Investments, Inc, Clear Perspectives Financial Planning, LLC, and The Mather Group, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Ohio, and Texas. Currently, Michael is part of The Mather Group, LLC, which operates out of Cincinnati, Ohio. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$10,508,543,012
163
15,974
$657,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Curley Work History
The Mather Group, LLC
Clear Perspectives Financial Planning, LLC
U.S. Bancorp Investments, Inc
Key Investment Services
Wealth Dimensions Group, LTD
Disclosures
Please visit the SEC profile of Michael Curley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Mather Group, LLC
Chicago, IL
Chicago, IL
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Chicago, IL
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