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Journey Financial Management, LLC CRD 153404
$57.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 Dishman Ln Suite 2, Bowling Green, KY 42104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-13 |
| FL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-01-12 |
| TN | RA | APPROVED | 2024-08-02 |
| KY | RA | APPROVED | 2024-06-13 |
Branch Locations
701 Dishman Ln Suite 2, Bowling Green, KY 42104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Financial Management | Bowling Green | KY | 05/2024 | Present |
| Payroll Vault | Bowling Green | KY | 03/2024 | 11/2025 |
| South Central Bank | Bowling Green | KY | 04/2021 | 03/2024 |
| Turning Point Usa | Bowling Green | KY | 09/2020 | 01/2021 |
| Dcp Construction | Nashville | TN | 03/2020 | 01/2021 |
| Western Kentucky University | Bowling Green | KY | 08/2020 | 05/2024 |
| Harpeth High School | Kingston Springs | TN | 05/2016 | 03/2020 |
LICENSED LIFE INSURANCE AGENT; NON INVESTMENT-RELATED; STATE OF KENTUCKY; 11/12/2024; 5 HRS/MONTH; 5 HRS DURING TRADING HOURS; OFFERING LIFE INSURANCE OPTIONS TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-11 |
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