Kevin A. Mcpeek

JOURNEY WEALTH MANAGEMENT

Cleveland, OH 44122

Some features on this profile are disabled

CRD#: 6639426

Professional summary

Kevin Allen Mcpeek, CFP®, who also goes by Kevin Mcpeek, is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Cleveland, Ohio.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kevin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Mcpeek

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.

SEQUOIA FINANCIAL GROUP, LLC. 2000 AUBURN DRIVE, SUITE 350, BEACHWOOD, OH 44122. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - FEBRUARY 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, FAMILY WEALTH. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Allen Mcpeek'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

Experience

Current

July 2, 2025 - Present

JOURNEY WEALTH MANAGEMENT

Office #1: 22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

RIA

CRD#: 298904

Cleveland, OH

Past

August 15, 2016 - June 6, 2025

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

BEACHWOOD, 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 WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 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

Ohio
(7/2/2025)

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 65

Date: 8/15/2016

Uniform Investment Adviser Law Examination

Current Firm

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 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

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

Mailing Address

Phone number

(216) 468-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 03 FSM JOURNEY ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	545
AUM (Assets Under Management)	$ 940,749,181

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/18/2025	Cover Page	Report
10/03/2024	Cover Page	Report
09/21/2023	Cover Page	Report
10/24/2022	Cover Page	Report

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.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kevin A. Mcpeek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Allen Mcpeek's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOURNEY WEALTH MANAGEMENT

SEQUOIA FINANCIAL GROUP, L.L.C.

Primary Firm SEC Registration

JOURNEY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2016

Current Firm

JOURNEY WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOURNEY WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors