Journey Advisory Group, LLC
Journey Advisory Group, LLC (CRD# 171919) is a financial advisory firm headquartered in Covington, KY. They manage $1,015,864,170 in 1,692 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,016MILLION
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Total Number of Accounts1,692ACCOUNTS
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Average Account Value$600,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, IN, KY, NH, OH, TX, WA
Elizabeth Dayter (CRD# 6246548) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Cincinnati, OH and has over 6 years of experience in the finance industry.
Jill Henson (CRD# 4650069) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
Kevin Kane (CRD# 1097435) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has over 26 years of experience in the finance industry.
Timothy Koester (CRD# 6166067) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Blue Ash, OH and has over 10 years of experience in the finance industry.
Patricia Kuhar (CRD# 4489004) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Mentor, OH and has over 21 years of experience in the finance industry.
Stephan Lang (CRD# 6241222) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has over 10 years of experience in the finance industry.
Tyler Lang (CRD# 5128339) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has over 18 years of experience in the finance industry.
James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
James Tillar (CRD# 1923001) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Centerville, OH and has over 33 years of experience in the finance industry.
Stephen Wenstrup (CRD# 1106106) is an Investment Advisor Representative working at Tillar-Wenstrup Advisors, LLC in Dayton, OH and has over 33 years of experience in the finance industry.