Journey Financial Group, Inc.

Journey Financial Group, Inc. (CRD# 123565) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $205,000,000 in 600 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $341,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IL, IN, MN, MO, TX, WI

Financial Advisors at Journey Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Marilyn A. Bilyk
CRD#: 1160659
1110 W. Lake Cook Road, Suite 265, Buffalo Grove, IL 60089

Marilyn Bilyk (CRD# 1160659) is an Investment Advisor Representative working at Journey Financial Group, Inc. in Buffalo Grove, IL and has over 26 years of experience in the finance industry.

2
Mclain Tallungan
CRD#: 1062311
1110 W. Lake Cook Road, Buffalo Grove, IL 60089

Mclain Tallungan (CRD# 1062311) is an Investment Advisor Representative working at Journey Financial Group, Inc. in Buffalo Grove, IL and has over 30 years of experience in the finance industry.

3
Gergana Vasileva
CRD#: 6254211
1110 W. Lake Cook Road, Suite 265b, Buffalo Grove, IL 60089

Gergana Vasileva (CRD# 6254211) is an Investment Advisor Representative working at Journey Financial Group, Inc. in Buffalo Grove, IL and has over 7 years of experience in the finance industry.

4
John T. Lothery
CRD#: 7227340
1110 W. Lake Cook Road, Suite 265b, Buffalo Grove, IL 60089

John Lothery (CRD# 7227340) is an Investment Advisor Representative working at Journey Financial Group, Inc. in Buffalo Grove, IL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.