DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Allen Curley

The Mather Group, LLCindependent RIAChicago, Il IA-onlyIAPD 4648332

Certified Financial Planner

Feed of 09/14/2026

Also filed as Mike Curley

At current firm

3 y

since May 31, 2023

In the industry

22 y

since Aug 11, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

The Mather Group, LLC independent RIA current
since May 31, 2023 · Cincinnati, Oh
Clear Perspectives Financial Planning, LLC former
Apr 16, 2021 to Jun 30, 2023 · Cincinnati, Oh
U.S. Bancorp Investments, Inc. former
Dec 20, 2016 to Apr 5, 2021 · West Chester, Oh
Key Investment Services LLC BD affiliated
Apr 1, 2015 to Dec 16, 2016 · Dayton, Oh
Wealth Dimensions Group, Ltd. independent RIA
May 8, 2014 to Apr 1, 2015 · Cincinnati, Oh
Fifth Third Securities, Inc. BD affiliated
Jul 23, 2009 to May 2, 2014 · Loveland, Oh
Strategic Institutional Consulting Group, LLC unclassified
Jun 16, 2009 to Jul 13, 2009 · Southfield, Mi
Wells Fargo Advisors wirehouse
Oct 25, 2006 to Mar 16, 2009 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Clear Perspectives Financial Planning, LLC to The Mather Group, LLC
left Jun 30, 2023, registered May 31, 2023 (-30 days) · RIA to RIA · moved with a team
U.S. Bancorp Investments, Inc. to Clear Perspectives Financial Planning, LLC
left Apr 5, 2021, registered Apr 16, 2021 (11 days) · Affiliated broker-dealer or bank to independent RIA
Key Investment Services LLC to U.S. Bancorp Investments, Inc.
left Dec 16, 2016, registered Dec 20, 2016 (4 days) · Other
Wealth Dimensions Group, Ltd. to Key Investment Services LLC
left Apr 1, 2015, registered Apr 1, 2015 (0 days) · Other
Fifth Third Securities, Inc. to Wealth Dimensions Group, Ltd.
left May 2, 2014, registered May 8, 2014 (6 days) · Other
Strategic Institutional Consulting Group, LLC to Fifth Third Securities, Inc.
left Jul 13, 2009, registered Jul 23, 2009 (10 days) · Other
Wells Fargo Advisors to Strategic Institutional Consulting Group, LLC
left Mar 16, 2009, registered Jun 16, 2009 (92 days) · Other

Signals

Michael Allen Curley left Clear Perspectives Financial Planning, Llc for The Mather Group, Llc (registered 2023-05-31)
Jun 30, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address