Rachel Brook Ludlow
Chief Compliance OfficerJourney Retirement Planning and Investment Management, LLCCRD 8121583
About Rachel Brook Ludlow
Rachel Brook Ludlow is listed as Chief Compliance Officer at Journey Retirement Planning and Investment Management, LLC in Ammon, ID. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Journey Retirement Planning and Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Rachel Brook Ludlow work?
Rachel Brook Ludlow is listed as Chief Compliance Officer at Journey Retirement Planning and Investment Management, LLC on SEC Form ADV.
How much of Journey Retirement Planning and Investment Management, LLC does Rachel Brook Ludlow own?
Form ADV reports a beneficial ownership band of Under 5%.
Journey Retirement Planning and Investment Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |