AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JK

John R. Kennedy

LIFEWISE WEALTH ADVISORS
CHAMPAIGN, IL 61822
Some features on this profile are disabled
CRD#: 6866166
JK
John Ryan KennedyLIFEWISE WEALTH ADVISORS

Professional summary

John Ryan Kennedy is a registered financial advisor currently at LIFEWISE WEALTH ADVISORS located in Champaign, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2019 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2.NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2017 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ryan Kennedy'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®
None

Experience

Current

July 27, 2026 - Present

LIFEWISE WEALTH ADVISORS

Office #1: 2911 Crossing Court Suite 102, Champaign, IL 61822
RIA
CRD#: 341748
CHAMPAIGN, IL
Past

June 29, 2023 - July 27, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
CHAMPAIGN, IL
Past

January 31, 2019 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CHAMPAIGN, IL
Past

January 31, 2019 - July 27, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CHAMPAIGN, IL
Past

July 23, 2018 - February 20, 2019

IPI WEALTH MANAGEMENT, INC.

RIA
CRD#: 111872
CHAMPAIGN, IL
Past

May 30, 2018 - February 20, 2019

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
CHAMPAIGN, IL

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
Illinois
(7/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/23/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/30/2018
General Securities Representative Examination

Current Firm

LW
LIFEWISE WEALTH ADVISORS
CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469

RIA
Registered Investment Advisory firm - (6/18/2026 120-Day Approval)
Loading...

Contact information

Main Address
2911 Crossing Court Suite 102, Champaign, IL 61822
Mailing Address
Phone number
(217) 351-8755
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIFEWISE WEALTH ADVISORS ADV PART 2A 05-12-2026 (5/12/2026)
0

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.

Company Information

LIFEWISE WEALTH ADVISORS

CRD#: 341748Champaign, IL 61822

TRUST BUT VERIFY

Monitor John Kennedy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

MT
Marguerite ToroianAdvisorCheck Check Mark
BELL ROCK CAPITAL, LLC
PR
REHOBOTH BEACH, DE
DD
Donald DevittoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
ROCHESTER, NY
MH
Matthew HalversonAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Washington, DC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.