Stephen A. Wenstrup
Professional summary
Stephen Andrew Wenstrup, who also goes by Steve Andrew Wenstrup, is a registered financial advisor currently at JOURNEY ADVISORY GROUP, LLC located in Centerville, Ohio.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Stephen has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Andrew Wenstrup's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2023 - Present
JOURNEY ADVISORY GROUP, LLC
Office #1: 1065 E Centerville Station Rd, Centerville, OH 45459May 13, 2003 - January 5, 2023
TW ADVISORS
June 29, 1998 - October 16, 2001
IFS FUND DISTRIBUTORS, INC.
January 8, 1993 - July 8, 1998
CAPITAL INVESTMENT GROUP, INC.
January 31, 1991 - October 23, 1991
TITAN/VALUE EQUITIES GROUP, INC.
April 8, 1983 - February 17, 1989
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
JOURNEY ADVISORY GROUP, LLC
CRD#: 171919 / SEC#: 801-79934
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2023)
Exams
Current Firm
JOURNEY ADVISORY GROUP, LLC
CRD#: 171919 / SEC#: 801-79934
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,004 |
| AUM (Assets Under Management) | $ 1,473,333,518 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
JOURNEY ADVISORY GROUP, LLC
CRD#: 171919Centerville, OH 45459TRUST BUT VERIFY
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