Haley
Staniszewski
Journey Financial Group, Inc
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About this Advisor
Haley Staniszewski is a financial advisor based in Buffalo Grove, Illinois, working with Journey Financial Group, Inc. Haley has previously held positions at Osaic Wealth, Journey Financial Group, Augustus Labs, LLC, Texas Roadhouse, Sip Wine Bar, Purdue University, Fox Valley Immediate Care, Oswego High School, and Osaic Wealth, Inc. Haley has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Haley 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.
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Fee Structure
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Journey Financial Group, Inc Brokerage Details
$236,023,921
8
942
$250,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Haley Staniszewski Work History
Osaic Wealth, Inc
Journey Financial Group
Osaic Wealth
Augustus Labs, LLC
Texas Roadhouse
Sip Wine Bar
Texas Roadhouse
Purdue University
Fox Valley Immediate Care
Oswego High School
Disclosures
Please visit the SEC profile of Haley Staniszewski 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
Buffalo Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
