Unclaimed Profile

Adam Peter Lisowsky

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 63, Series 66CFPClean record11 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 6411978Firm CRD# 172355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Peter Lisowsky · CINCINNATI, OH

Registration

CRD #6411978 · CLARIFY WEALTH MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

JOURNEY ADVISORY GROUP, LLC

Jul 2025 – present

CX INSTITUTIONAL, LLC

Oct 2024 – Jun 2025

Blue Ash, OH

CLARIFY WEALTH MANAGEMENT

Jul 2017 – Nov 2024

CINCINNATI, OH

STRATEGIC ADVISERS, INC.

Mar 2015 – Jun 2017

COVINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 12, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Adam Peter Lisowsky offer?

Adam Peter Lisowsky specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Adam Peter Lisowsky's credentials?

Adam Peter Lisowsky holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Peter Lisowsky located?

Adam Peter Lisowsky is based in CINCINNATI, Ohio, working with CLARIFY WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Adam Peter Lisowsky charge for services?

Adam Peter Lisowsky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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