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RIA / WealthAdvisorCertified Financial Planner14 years in industry

JOHN RYAN KENNEDY

Advisor at LIFEWISE WEALTH ADVISORS

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1ea74fc-b4d6-f2d2-e899-97dcbc0cf548

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFEWISE WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 23, 2018
First registration: Jul 23, 2018
Dual registered: no
IAPD individual key: 6866166

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFEWISE WEALTH ADVISORS	Independent wealth	Jul 27, 2026	n/a	yes	CHAMPAIGN, IL	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Jul 27, 2026	no	CHAMPAIGN, IL\|BETHANY, IL	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 31, 2019	Jun 29, 2023	no	DECATUR, IL\|CHAMPAIGN, IL\|BETHANY, IL	Previous registration
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jul 23, 2018	Feb 20, 2019	no	CHAMPAIGN, IL\|DECATUR, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	LIFEWISE WEALTH ADVISORS	Jul 27, 2026	Jul 27, 2026	0	Firm change	Ibd to new firm
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Jun 29, 2023	0	Bulk transfer	Ibd to ibd
IPI WEALTH MANAGEMENT, INC.	CETERA ADVISOR NETWORKS LLC	Feb 20, 2019	Jan 31, 2019	-20	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105644:341748:IL:2026-07-23	Jul 27, 2026	Jul 27, 2026	CHAMPAIGN, IL	Firm change
111872:13572:IL:2019-02-20	Feb 20, 2019	Jan 31, 2019	DECATUR, IL	Firm change

Relationships

Registered with (4)

→ LIFEWISE WEALTH ADVISORSRegistered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Jul 27, 2026factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 31, 2019 to Jun 29, 2023factForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 23, 2018 to Feb 20, 2019factForm ADV

Dated events

Occurred
Jul 27, 2026
Advisor changed firm
John Ryan Kennedy left Cetera Investment Advisers Llc for Lifewise Wealth Advisors (registered 2026-07-27)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1ea74fc-b4d6-f2d2-e899-97dcbc0cf548
First observed: Jul 23, 2018
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN RYAN KENNEDY

Advisor at LIFEWISE WEALTH ADVISORS

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1ea74fc-b4d6-f2d2-e899-97dcbc0cf548

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LIFEWISE WEALTH ADVISORS

Independent wealth

Jul 27, 2026

n/a

yes

CHAMPAIGN, IL

Current employment

CETERA INVESTMENT ADVISERS LLC

Bd affiliated wealth

Jun 29, 2023

Jul 27, 2026

CHAMPAIGN, IL|BETHANY, IL

Previous registration

CETERA ADVISOR NETWORKS LLC

Former SEC adviser

Jan 31, 2019

Jun 29, 2023

DECATUR, IL|CHAMPAIGN, IL|BETHANY, IL

Previous registration

IPI WEALTH MANAGEMENT, INC.

Bd affiliated wealth

Jul 23, 2018

Feb 20, 2019

CHAMPAIGN, IL|DECATUR, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CETERA INVESTMENT ADVISERS LLC

LIFEWISE WEALTH ADVISORS

Jul 27, 2026

Firm change

Ibd to new firm

CETERA ADVISOR NETWORKS LLC

CETERA INVESTMENT ADVISERS LLC

Jun 29, 2023

Bulk transfer

Ibd to ibd

IPI WEALTH MANAGEMENT, INC.

CETERA ADVISOR NETWORKS LLC

Feb 20, 2019

Jan 31, 2019

-20

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

105644:341748:IL:2026-07-23

Jul 27, 2026

CHAMPAIGN, IL

Firm change

111872:13572:IL:2019-02-20

Feb 20, 2019

Jan 31, 2019

DECATUR, IL

Firm change