Member · Journey Advisory Group, LLC
Kathryn C. McNeely
CRD 3135273 · Named on Form ADV at one SEC-registered adviser
At a glance
Journey Advisory Group, LLC, an SEC-registered wealth manager based in Covington, KY with $1.7 billion in regulatory assets, lists Kathryn C. McNeely on its Form ADV as Member, a control person.
Firms and roles
- Journey Advisory Group, LLCMemberWealth manager · Covington, KY · $1.7B in regulatory assets
AtlasMembers
Kathryn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kathryn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Tyler S. LangManaging Member, Journey Advisory Group, LLC
- Michael J. WhelanMember, Journey Advisory Group, LLC
- Stephan G. LangMember, Trustee of Stephan Lang Family Trust(since 12/1985), Journey Advisory Group, LLC
- Robin M. LangTrustee of Stephan Lang Family Trust, Journey Advisory Group, LLC
- James W. OwensMember, Journey Advisory Group, LLC
5 more people named with Kathryn on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.