Meghan E. Mullikin

JOURNEY ADVISORY GROUP | Wealth Advisor

Covington, KY 41011

Some features on this profile are disabled

CRD#: 5457744

Professional summary

Meghan Elizabeth Mullikin, CFP®, who also goes by Meghan Elizabeth Garner, is a registered financial advisor currently at JOURNEY ADVISORY GROUP, LLC located in Covington, Kentucky.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Meghan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Meghan works with clients to develop personalized wealth management solutions to help them achieve their short-term and long-term goals. Prior to joining Mariner Wealth Advisors, she was a trust administrator and wealth management advisor specialist for Fifth Third Private Bank where she spent time reviewing complex client trusts and running relationships on a large wealth team.

Meghan has a bachelor’s degree in economics from the University of Kentucky.

Question & Answer

What are your service offerings?

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Meghan Elizabeth Garner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Freestore Foodbank, Inc, Investment related: N, Cincinnati, OH, food bank, non-profit board position, Board Member, Jan 25, 2024, 2 hours per month, 3 hours during trading hours, vote on financials, the mission & vision of the organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Elizabeth Mullikin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 20, 2024 - Present

JOURNEY ADVISORY GROUP, LLC

Office #1: 50 E. Rivercenter Blvd Suite 301, Covington, KY 41011

RIA

CRD#: 171919

Covington, KY

Past

June 17, 2022 - August 5, 2024

MARINER WEALTH

RIA

CRD#: 140195

Cincinnati, OH

Past

November 8, 2011 - March 13, 2020

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CINCINNATI, OH

Past

September 2, 2011 - March 13, 2020

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOURNEY ADVISORY GROUP, LLC

DYNASTY ADVISOR GROUP, LLC | TORCH WEALTH MANAGEMENT | PENNINGTON FINANCIAL GROUP | JOURNEY ADVISORY GROUP, LLC

CRD#: 171919 / SEC#: 801-79934

RIA

Registered Investment Advisory firm - (6/26/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(8/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/7/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2011

General Securities Representative Examination

Current Firm

JOURNEY ADVISORY GROUP, LLC

DYNASTY ADVISOR GROUP, LLC | TORCH WEALTH MANAGEMENT | PENNINGTON FINANCIAL GROUP | JOURNEY ADVISORY GROUP, LLC

CRD#: 171919 / SEC#: 801-79934

RIA

Registered Investment Advisory firm - (6/26/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011

Mailing Address

Phone number

(859) 888-0356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOURNEY ADVISORY GROUP, LLC FORM ADV 2A (4/14/2025)

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Meghan E. Mullikin

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Elizabeth Mullikin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER WEALTH

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

JOURNEY ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2011

Current Firm

JOURNEY ADVISORY GROUP, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors