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Michael Todd Mather

Trust Alliance Wealth Partners LLC

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About Michael Todd Mather

Michael Mather is an investment advisor representative with Trust Alliance Wealth Partners LLC. Michael has been in the industry since November 1999 and has passed the Series 66 and Series 7 exams. Michael is registered with the state of Kentucky. Prior to joining Trust Alliance Wealth Partners LLC, Michael worked for Westminster Financial Securities, Inc.. Michael also manages Pylorus Asset Management LLC, a business that owns commercial rental real estate.

Firm Information

Michael Mather is currently registered with Trust Alliance Wealth Partners LLC. Trust Alliance Wealth Partners LLC is an investment advisor that provides portfolio management services to individuals. The firm has one investment advisor representative and manages approximately $5.7 million in assets for four clients.

$5.71M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mather’s Registration & Firm History

KY

11/16/2022 - Present

Trust Alliance Wealth Partners LLC (OWENSBORO KY)

OH

11/03/1999 - 05/22/2002

WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)

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Licenses & Designations

IA

Issued 01/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/09/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Mather.
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