Adam P. Lisowsky

JOURNEY ADVISORY GROUP

Covington, KY 41011

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CRD#: 6411978

Professional summary

Adam Peter Lisowsky, CFP® is a registered financial advisor currently at JOURNEY ADVISORY GROUP, LLC located in Covington, Kentucky.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Adam has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) 7/3/17- BreadWinners- co owner -design wedding jewelry- Non-Inv. Related- Alexandria, KY- start date 2/1/2013- 5% 2) 7/22/2021 - City Of Alexandria KY- Planning and Zoning - Not Investment Related - 8236 W Main St Alexandria, KY 41001 - Non-Profit Board Member - Start Date: 7/20/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Lending opinion to decisions on local zoning requests.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Peter Lisowsky'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: 2016

Experience

Current

July 1, 2025 - Present

JOURNEY ADVISORY GROUP, LLC

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

RIA

CRD#: 171919

Covington, KY

Past

October 14, 2024 - June 26, 2025

CX INSTITUTIONAL, LLC

RIA

CRD#: 292627

Blue Ash, OH

Past

July 25, 2017 - November 4, 2024

CLARIFY WEALTH MANAGEMENT

RIA

CRD#: 172355

CINCINNATI, OH

Past

July 3, 2017 - February 1, 2024

LPL FINANCIAL LLC

CRD#: 6413

CINCINNATI, OH

Past

March 12, 2015 - June 19, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

December 1, 2014 - June 19, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

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
(7/1/2025)

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: 3/6/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/8/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2014

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)

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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.

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Advisor Monitoring

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Adam P. Lisowsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Peter Lisowsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

CX INSTITUTIONAL, LLC

CLARIFY WEALTH MANAGEMENT

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

JOURNEY ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2015

Series 63

Date: 12/8/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2014

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

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