Unclaimed Profile

Deborah Lou Thocker

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC·CINCINNATI, Ohio

Series 65Clean record15 years registeredCLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

10300 ALLIANCE RD, CINCINNATI, OH 45242CRD# 5836275Firm CRD# 146588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Lou Thocker · CINCINNATI, OH

Registration

CRD #5836275 · CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC · 15 years registered

Brand Profile

Not yet started

Career History

THE MATHER GROUP, LLC

May 2023 – present

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Aug 2010 – Jun 2023

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

CRD 146588 · SEC 801-107503

AUM

$348M

Regulatory assets under management

Employees

904 client accounts

Services offered by CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC →

Introduction

Speak with Deborah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Deborah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Deborah Lou Thocker offer?

Deborah Lou Thocker specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Deborah Lou Thocker's credentials?

Deborah Lou Thocker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Lou Thocker located?

Deborah Lou Thocker is based in CINCINNATI, Ohio, working with CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Deborah Lou Thocker charge for services?

Deborah Lou Thocker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC?

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC has approximately 12 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →