Adam Peter Lisowsky
Investment adviser representative at Journey Advisory Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Journey Advisory Group, LLCJul 2025 to now
- Cx Institutional, LLCOct 2024 to Jun 2025
- Clarify Wealth ManagementJul 2017 to Oct 2024
- LPL Financial LLCJun 2017 to Oct 2024
- Fidelity Brokerage Services, LLCOct 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (KY).
Journey Advisory Group, LLC
$1.7BAssets managed
888Clients
18Advisers
12 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
- 6411978
- Firm CRD
- 171919