Kevin Allen Mcpeek

Employer firm

Journey Wealth Management CRD 298904

$1.39B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 01/2020
  Sequoia Financial Group, Llc
  Beachwood, OH
• 02/2016 → 12/2019
  Sequoia Financial Advisors, Llc
  Beachwood, OH
• 01/2020 → 12/2021
  Sequoia Financial Group, Llc
  Beachwood, OH
• 01/2022 → 05/2025
  Sequoia Financial Group, Llc
  Beachwood, OH
• 06/2025 → Present
  Fsm Wealth Advisors Llc Dba Journey Wealth Management Llc
  Cleveland, OH

Previous Registrations

• 2016-08-15 → 2025-06-06
  Sequoia Financial Group, L.L.C.
  Beachwood, OH
  Akron, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-15

Designations

• Certified Financial Planner

Other Names

• Kevin Mcpeek