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Stephen Andrew Wenstrup

Journey Advisory Group, LLC

Centerville, OH

Covington, KY

CRD 1106106

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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 2023-01-05
  • OH RA
    APPROVED
    Since 2023-01-05

Branch Locations

1065 E Centerville Station Rd, Centerville, OH 45459 • 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
Tillar-Wenstrup Advisors, Llc Centerville OH 10/2001 01/2023
Journey Advisory Group Covington KY 01/2023 Present
  • 10/2001 → 01/2023
    Tillar-Wenstrup Advisors, Llc
    Centerville, OH
  • 01/2023 → Present
    Journey Advisory Group
    Covington, KY
Previous Registrations
  • 2003-05-13 → 2023-01-05
    Tw Advisors
    Centerville, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-10-18
S63 Uniform Securities Agent State Law Examination 1983-03-31
  • S65 Uniform Investment Adviser Law Examination
    1991-10-18
  • S63 Uniform Securities Agent State Law Examination
    1983-03-31
Other Names
  • Steve Andrew Wenstrup

View on SEC IAPD

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