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Paul B. Mchugh

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT
Ammon, ID 83406
Some features on this profile are disabled
CRD#: 7519662
PM

Professional summary

Paul Bae Mchugh is a registered financial advisor currently at JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC located in Ammon, Idaho.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Paul has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
05/2023 Independent Licensed insurance Agent; Investment Related; Idaho; Life

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Bae Mchugh'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

April 8, 2022 - Present

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Office #1: 3040 E 17th Street Suite 2, Ammon, ID 83406
RIA
CRD#: 315237
Ammon, ID

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".
JR
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

CRD#: 315237 / SEC#: 801-122085

RIA
Registered Investment Advisory firm - (8/13/2021 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
Idaho
(4/8/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2022
Uniform Investment Adviser Law Examination

Current Firm

JR
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

CRD#: 315237 / SEC#: 801-122085

RIA
Registered Investment Advisory firm - (8/13/2021 Approved)
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Contact information

Main Address
3040 E 17th Street Suite 2, Ammon, ID 83406
Mailing Address
Phone number
(208) 552-9169
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC - DISCLOSURE BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts992
AUM (Assets Under Management)$ 161,098,639

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

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

CRD#: 315237Ammon, ID 83406

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