Kathleen Barlow
Advisor at Journey Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Journey Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Spearfish, SD
Credentials
Series 63, Series 66
Industry experience
13 years
Kathleen Barlow is a financial advisor with Journey Strategic Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James and Edward Jones. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a combination of ETFs, mutual funds, individual equities, and bonds. The firm’s investment approach is long-term and tailored to client goals, incorporating fundamental and technical analysis alongside strategic asset allocation and portfolio construction.
Initial financial plan fees up to $10,000 based on scope and complexity.
$0+: 1.75% annually +: 0.30% annually
Up to $500 per hour for targeted planning engagements.
Ongoing financial planning fees billed quarterly up to $1,000.
Spearfish, SD
California · South Dakota · Texas · Utah
Hightower Advisors, LLC
2026 - Present (1 year)
Journey Strategic Wealth LLC
2022 - 2026 (4 years)
Women's Inspired Network
2019 - 2022 (3 years)
Raymond James Financial Services Advisors, inc.
2019 - 2022 (3 years)
Raymond james Financial Services, Inc.
2019 - 2022 (3 years)
Raymond James & Associates, Inc.
2018 - 2019 (1 year)
Prime My Body
2018 - 2019 (1 year)
Raymond James and Associates
2016 - 2018 (2 years)
Edward Jones
2012 - 2016 (4 years)
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