Peter R Franz
Investment adviser representative at Journey Wealth Management
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Journey Wealth ManagementFeb 2021 to now
- Fsm Wealth AdvisorsDec 2020 to now
- Beacon Financial AdvisoryAug 2018 to now
- Capital AnalystsAug 2018 to Nov 2020
- Northern Lights Distributors, LLCDec 2017 to Jul 2018
- Boyd Waterson Asset Management, LLCNov 2016 to Jul 2018
- Beacon Financial Advisory LLCMay 2015 to Nov 2016
- Beacon Financial PartnersJul 2013 to Nov 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Journey Wealth Management
Legal name: Fsm Wealth Advisors, LLC
$1.4BAssets managed
879Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5399850
- Firm CRD
- 298904