AL
CFP
AL
CFP

Adam Peter Lisowsky

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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
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Location

200 East 7th Street, Auburn, IN, 46706

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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.

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Other Business Activities

Adam co-owns BreadWinners, designing wedding jewelry, and is a non-profit board member for the City of Alexandria KY Planning and Zoning. He dedicates minimal time to the planning and zoning role.

Employment History
Current Registrations
Journey Advisory Group, LLC
July 2025 - Present · 7 mos
Previous Registrations
Cx Institutional, LLC
October 2024 - June 2025 · 8 mos
Clarify Wealth Management
July 2017 - November 2024 · 7 yrs 4 mos
LPL Financial LLCBroker
July 2017 - February 2024 · 6 yrs 7 mos
Strategic Advisers, INC.
March 2015 - June 2017 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
December 2014 - June 2017 · 2 yrs 6 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Adam Peter Lisowsky - Financial Advisor | TrueAdvisor