Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine McInerney is a financial advisor registered with The Mather Group, LLC. Katherine has a Series 65 license and has been in the industry since 2012. She is a Certified Financial Planner and has been involved with CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC and LOCAL INITIATIVES SUPPORT CORPORATION. Katherine is currently registered in Illinois and Ohio and provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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IL
05/30/2023 - Present
THE Mather Group, LLC (CHICAGO IL)
IA
Issued 08/13/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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