Rachel Brook Ludlow
Investment adviser representative at Journey Retirement Planning and Investment Management, LLC
12 yearsExperience
1 stateRegistered in
$187.3MFirm assets
5 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Journey Retirement Planning and Investment Management, LLCJun 2025 to now
- Journey Financial Services Inc.Sep 2022 to now
- Ess K-12 StaffingSep 2021 to Jun 2022
- Self-employedSep 2019 to Sep 2021
- UnemployedFeb 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Journey Retirement Planning and Investment Management, LLC
$187.3MAssets managed
637Clients
5Advisers
5 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
- 8121583
- Firm CRD
- 315237