Kerry J. Meath-sinkin
JOURNEY STRATEGIC WEALTH LLC
Minneapolis, MN 55416
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CRD#: 6555858
Professional summary
Kerry Jean Meath-sinkin, AIF®, CFP®, who also goes by Kerry Jean Meath, is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in Minneapolis, Minnesota and PURSHE KAPLAN STERLING INVESTMENTS located in St. Louis Park, Minnesota.
Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kerry has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kerry Jean Meath
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.) Journey Strategic Wealth dba Meath Wealth Advisors. Investment Related. At the registered location. RIA. 3/2024. Owner/ IAR. 40. 40. Registered Investment Advisor serving the function of wealth management and financial planning for clients. 2.) Ayurvedic Consulting. Not Investment Related. Same as residential address. Education around Ayurvedic Medicine. 3/2024. Owner. 1. 0. Educating clients about Ayurvedic medicine. 3.) Fixed insurance with various companies. Investment related. Same as registered location. Fixed insurance. Agent. Insurance agent. 09/2018. 4. 4. Sells life, health, disability, annuities and long term care. 4.) Prana Impact, LLC. Not investment related. Same as residential location. Support company. 10/2023. Owner. 1. 0. Business function to assist with purchase of a book of business. 5.) Money with Kerry and Kristina. Not Investment Related. Same as residential address. Basic education is around money and one's relationship to money. 3/2024. Partner. 1. 4. Providing education around basic financial planning principles and the intersection of money, spirituality, and emotions. 6.) PKSF. Investment Related. At the registered location. Agent.03/24.5.5.Provide insurance advice to based on the needs of client(s).
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Jean Meath-sinkin's 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®
Start date: 2019
Experience
Current
March 18, 2024 - Present
JOURNEY STRATEGIC WEALTH LLC
Office #1: 1600 Utica Avenue South Suite 460, Minneapolis, MN 55416Office #2: 47 Maple Street Suite 104, Summit, NJ 07901RIA
CRD#: 310648
Minneapolis, MN
Current
March 18, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1600 Utica Avenue South Suite 900, St. Louis Park, MN 55416BD
CRD#: 35747
St. Louis Park, MN
Past
June 29, 2023 - March 19, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MINNEAPOLIS, MN
Past
June 1, 2017 - March 20, 2024
CWM, LLC
RIA
CRD#: 155344
MINNEAPOLIS, MN
Past
February 22, 2016 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MINNEAPOLIS, MN
Past
December 1, 2015 - March 19, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MINNEAPOLIS, MN
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".
JS
JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT
CRD#: 310648 / SEC#: 801-119925
RIA
Registered Investment Advisory firm - (12/7/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/18/2024)
IAR
Arizona(5/2/2024)
RR
California(3/18/2024)
IAR
California(3/18/2024)
RR
Florida(3/18/2024)
IAR
Florida(7/7/2025)
IAR
Illinois(4/11/2024)
IAR
Kansas(4/11/2024)
IAR
Massachusetts(10/3/2024)
RR
Minnesota(3/18/2024)
IAR
Minnesota(4/11/2024)
IAR
Missouri(4/11/2024)
IAR
Nebraska(4/12/2024)
IAR
New Jersey(3/18/2024)
IAR
New Mexico(4/11/2024)
RR
New York(3/18/2024)
IAR
New York(3/18/2024)
IAR
North Carolina(4/11/2024)
RR
North Carolina(10/3/2024)
IAR
Oklahoma(4/11/2024)
IAR
Texas(6/23/2025)
IAR
Virginia(3/18/2024)
RR
Washington(3/18/2024)
IAR
Washington(3/18/2024)
RR
Wisconsin(3/18/2024)
IAR
Wisconsin(4/11/2024)
RR
Wyoming(3/18/2024)
IAR
Wyoming(4/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JS
JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT
CRD#: 310648 / SEC#: 801-119925
RIA
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Contact information
Main Address
47 Maple Street Suite 104, Summit, NJ 07901
Mailing Address
Phone number
(201) 905-0070
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,304 |
| AUM (Assets Under Management) | $ 3,764,311,936 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
