Kevin Allen Mcpeek
Investment adviser representative at Journey Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Journey Wealth ManagementJul 2025 to now
- Fsm Wealth Advisors LLC dba Journey Wealth Management LLCJun 2025 to now
- Sequoia Financial Group, LLCJan 2022 to May 2025
- Sequoia Financial Group, LLCFeb 2016 to Dec 2021
- Sequoia Financial Advisors, LLCFeb 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6639426
- Firm CRD
- 298904