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).

Current Firm Details
50 E. Rivercenter Blvd, Suite 301, Covington, KY 41011
https://www.facebook.com/journeyadvisorygroup/
By the Numbers
  • Total Assets Under Management
    1,016
    MILLION
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $600,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, KY, NH, OH, TX, WA

Financial Advisors at Journey Advisory Group, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Elizabeth Dayter, financial advisor Cincinnati OH
Elizabeth A. Dayter
CRD#: 6246548
4500 Cooper Road, Suite 201, Cincinnati, OH 45242

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.

2
Jill Henson, financial advisor Cincinnati OH
Jill L. Henson
CRD#: 4650069
4500 Cooper Rd, Suite 201, Cincinnati, OH 45242

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.

3
Kevin Kane, financial advisor Covington KY
Kevin R. Kane
CRD#: 1097435
15 West Fifth Street, Covington, KY 41011

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.

4
Timothy Koester, financial advisor Blue Ash OH
Timothy J. Koester
CRD#: 6166067
4500 Cooper Road, Blue Ash, OH 45242

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.

5
Patricia Kuhar, financial advisor Mentor OH
Patricia A. Kuhar
CRD#: 4489004
Mentor, OH

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.

6
Stephan Lang, financial advisor Covington KY
Stephan G. Lang
CRD#: 6241222
15 West 5th St, Covington, KY 41011

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.

7
Tyler Lang, financial advisor Covington KY
Tyler S. Lang
CRD#: 5128339
15 West 5th St, Covington, KY 41011

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.

8
James Owens, financial advisor Covington KY
James W. Owens
CRD#: 4780124
15 W 5th Street, Covington, KY 41011

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.

9
James Tillar, financial advisor Centerville OH
James G. Tillar
CRD#: 1923001
1065 E. Central Station Rd, Centerville, OH 45459

James Tillar (CRD# 1923001) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Centerville, OH and has over 32 years of experience in the finance industry.

10
Stephen Wenstrup, financial advisor Covington KY
Stephen A. Wenstrup
CRD#: 1106106
50 E. Rivercenter Blvd, Suite 301, Covington, KY 41011

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.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals