Philip Wesley Wegman
Investment adviser representative at Journey Beyond Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$250.3MFirm 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 Beyond WealthOct 2025 to now
- Investment Planners Inc.Oct 2022 to Sep 2025
- The Vanguard Group, Inc.Jun 2020 to Oct 2022
- WalmartApr 2020 to May 2020
- Kansas State UniversityAug 2019 to May 2020
- Powercat FinancialAug 2019 to May 2020
- Mariner Wealth AdvisorsMay 2019 to Aug 2019
- Cowboy ChickenAug 2018 to May 2019
- Kansas State UniversityAug 2018 to May 2019
- Powercat FinancialAug 2018 to May 2019
- Heimer ConstructionMay 2018 to Aug 2018
- Cowboy ChickenNov 2017 to May 2018
- Kansas State UniversityAug 2017 to May 2018
- His RanchMay 2017 to Aug 2017
- McdonaldsMay 2017 to Aug 2017
- Kansas State UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Journey Beyond Wealth
Legal name: Journey Beyond Wealth, LLC
$250.3MAssets managed
109Clients
4Advisers
3 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
- 7258822
- Firm CRD
- 290367