Haley Staniszewski

Employer firm

Journey Financial Group, Inc. CRD 123565

$336M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 07/2023
  Osaic Wealth
  Buffalo Grove, IL
• 07/2022 → Present
  Journey Financial Group
  Buffalo Grove, IL
• 11/2020 → 07/2022
  Augustus Labs, Llc
  Downers Grove, IL
• 07/2020 → 04/2023
  Texas Roadhouse
  Aurora, IL
• 05/2020 → 11/2020
  Sip Wine Bar
  Tinley Park, IL
• 02/2019 → 03/2020
  Texas Roadhouse
  Lafayette, IN
• 08/2016 → 05/2020
  Purdue University
  West Lafayette, IN
• 10/2015 → 06/2018
  Fox Valley Immediate Care
  Aurora, IL
• 07/2023 → Present
  Osaic Wealth, Inc.
  Buffalo Grove, IL

Other Businesses

1. Journey Financial Group; yes; 1110 W Lake Cook Road, Ste 265B, Buffalo Grove, IL 60089; S Corporation; Investment Advisor Assistant; Employee; 07/2022; 160 hours; 130 hours; Answer customer phone calls, schedule appointments, consolidate meeting preparation reports. 2. JOURNEY FINANCIAL GROUP, INC POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2022 ADDRESS: 1110 W Lake Cook Rd, Ste 265B, Buffalo Grove IL 60532, United States DESCRIPTION: Provide notary public services for existing clients for no charge.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-29