Adam Peter Lisowsky

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

• 10/2014 → 06/2017
  Fidelity Brokerage Services, Llc
  Covington, KY
• 06/2017 → 10/2024
  Lpl Financial Llc
  Cincinnati, OH
• 07/2017 → 10/2024
  Clarify Wealth Management
  Cincinnati, OH
• 10/2024 → 06/2025
  Cx Institutional, Llc
  Blue Ash, OH
• 07/2025 → Present
  Journey Advisory Group
  Covington, KY

Previous Registrations

• 2024-10-14 → 2025-06-26
  Cx Institutional, Llc
  Blue Ash, OH
  Auburn, IN
  Cincinnati, OH
• 2017-07-25 → 2024-11-04
  Clarify Wealth Management
  Cincinnati, OH
• 2015-03-12 → 2017-06-19
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2015-03-06
• S63 Uniform Securities Agent State Law Examination
  2014-12-08

Designations

• Certified Financial Planner