Rachel Ludlow has been Chief Compliance Officer of Journey Retirement Planning and Investment Management since January 2026, is a control person of the firm and directly owns under 5% of it. Rachel Ludlow holds a Bachelor's degree in BYU from Idaho.
Journey Retirement Planning and Investment Management, LLC is an Ammon, ID firm with $187M under management, 637 clients and 5 advisers in one office, as of its June 2026 filing.
Rachel Ludlow is CCO & Advisor of Journey Financial Services. She serves as Chief Compliance Officer and Financial Advisor, helping lead the firm's compliance program, operations and client experience. She works directly with clients while ensuring the people, processes and systems behind the scenes run effectively.
- – present · 1 yearAmmon, ID · Adviser representative · Firm CRD 315237
Investment adviser representative registrations
Rachel Ludlow is registered as an investment adviser representative in Idaho, since June 2025.
- IdahoSince 24 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rachel Brook Ludlow
- CRD
- 8121583
- Firm
- Journey Retirement Planning and Investment Management · CRD 315237
- Role
- Chief Compliance Officer
- Office
- 3040 E 17TH STREET, SUITE 2, Ammon, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- journeyretirement.com
Where does Rachel Ludlow work?
Rachel Ludlow has been Chief Compliance Officer of Journey Retirement Planning and Investment Management, LLC since January 2026, and is a control person of the firm.
Is Rachel Ludlow a financial advisor?
Yes. Rachel Ludlow has a current investment-adviser registration in Idaho, through Journey Retirement Planning and Investment Management since June 2025.
How many years of experience does Rachel Ludlow have?
Rachel Ludlow has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Rachel Ludlow passed?
Rachel Ludlow passed the Series 65 in June 2025.
Where is Rachel Ludlow based?
Rachel Ludlow’s registered office is in Ammon, ID.
Is Rachel Ludlow registered with FINRA?
No. Rachel Ludlow has no current broker registration.
How can I verify Rachel Ludlow’s record?
Search CRD 8121583 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Ludlow’s full registration record.