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Michael Justin Wilhelm

Journey Advisory Group, LLC

Cincinnati, OH

Covington, KY

CRD 8141788

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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:

Current Employers
Journey Advisory Group, Llc

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-20
  • OH RA
    APPROVED
    Since 2025-08-20

Branch Locations

4500 Cooper Road Ste 201, Cincinnati, OH 45242 • United States

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Journey Advisory Group Covington KY 07/2025 Present
Wesbanco Bank Fort Thomas KY 05/2019 05/2025
U.S. Bank Cincinnati OH 11/2011 05/2019
  • 07/2025 → Present
    Journey Advisory Group
    Covington, KY
  • 05/2019 → 05/2025
    Wesbanco Bank
    Fort Thomas, KY
  • 11/2011 → 05/2019
    U.S. Bank
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-28
  • S65 Uniform Investment Adviser Law Examination
    2025-07-28
Other Names
  • Mike Wilhelm

View on SEC IAPD

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