Marilyn Ann Bilyk

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

• 02/1997 → 06/2023
  Royal Alliance Associates, Inc.
  Buffalo Grove, IL
• 02/1997 → Present
  Journey Financial Group Inc.
  Buffalo Grove, IL
• 06/2023 → Present
  Osaic Wealth, Inc.
  Buffalo Grove, IL

Other Businesses

1) IL LICENSEND INSURANCE AGENT.; 0-4 HOURS MONTHLY, CONDUCTED AT PRIMARY BUSINESS LOCATION.; INVESTMENT ADVISOR REPRESENTATIVE FOR INDEPENDENT INVESTMENT ADVISORY FIRM- DBA JOURNEY FINANCIAL GROUP INC. 2) NOTARY PUBLIC; POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1995; ADDRESS: 1110 W Lake Cook Rd, Suite 265B, Buffalo Grove IL 60089, United States; DESCRIPTION: provide Notary Public services to existing clients in the firm at no charge.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-10
• S63 Uniform Securities Agent State Law Examination
  1994-11-03

Other Names

• Marilyn Ann Massett