Kevin Reilly Kane

Journey Advisory Group, LLC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Journey Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

843 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:$50K

Location

15 West Fifth Street, Covington, KY, 41011

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Journey Advisory Group, LLC

December 2018 - Present · 7 yrs 2 mos

Previous Registrations

Channel Islands Group

December 2018 - September 2021 · 2 yrs 9 mos

Pennington Financial Group

June 2018 - September 2018 · 3 mos

Lang Advisors LLC

June 2018 - September 2018 · 3 mos

Ot: Optimized Transitions, Independent Investment Counsel, LLC

June 2016 - May 2018 · 1 yr 11 mos

U.S. Bancorp Investments, INC.

September 2004 - March 2006 · 1 yr 6 mos

Wachovia Securities, LLC

October 2002 - August 2004 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.