Brian
Mcdonaugh

Journey Financial Group, Inc

CRD#7293523
Investment Advisor
in Buffalo Grove, IL

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About this Advisor

Brian Mcdonaugh is a financial advisor based in Buffalo Grove, Illinois, working with Journey Financial Group, Inc. Brian has previously held positions as a student, at Journey Financial Group Inc, Royal Alliance Associates Inc, and Osaic Wealth, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Brian is part of Journey Financial Group, Inc, which operates out of Buffalo Grove, Illinois. The firm has 8 employees and manages assets totaling $236.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Journey Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1110 W. Lake Cook Road Suite 265B
Buffalo Grove, IL 60089

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Journey Financial Group, Inc Brokerage Details

Total Assets Under Management

$236,023,921

IL Average: $6,674,516,078
Total Number of Employees

8

IL Average: 44
Total Number of Accounts

942

IL Average: 2,564
Average Account Size

$250,556

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brian Mcdonaugh Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2020 - Present (4 years)

Journey Financial Group Inc

2020 - 2023 (3 years)

Royal Alliance Associates Inc

2011 - 2020 (9 years)

Student

Disclosures

Please visit the SEC profile of Brian Mcdonaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Journey Financial Group, Inc

Gergana Vasileva
Buffalo Grove, IL
Haley Staniszewski
Buffalo Grove, IL
Brian Mcdonaugh
Buffalo Grove, IL
Mclain Tallungan
Buffalo Grove, IL
Marilyn Bilyk
Buffalo Grove, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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