Kathryn C Mcneely

Employer firm

Journey Advisory Group, LLC CRD 171919

$1.65B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 11/2013 → Present
  Lang Advisors, Llc
  Covington, KY

Previous Registrations

• 2019-08-14 → 2020-02-03
  Channel Islands Group
  Temple, TX
• 2011-08-03 → 2013-04-22
  Independent Financial Partners
  Temple, TX

Other Businesses

1) 11/2013 Member of Total Retirements, LLC., a DBA of Lang Advisors, LLC. Is Investment Related. 2207 Bird Creek, Temple, TX 76502. Provide client service for financial planning and investment management. 160 hours a month, mostly during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-14
• S66 Uniform Combined State Law Examination
  2001-06-16

Other Names

• Kathryn Ekrut