Haley Staniszewski
Investment adviser representative at Journey Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
$336.5MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Journey Financial Group, Inc.Jul 2022 to now
- Osaic Wealth, Inc.Jul 2022 to now
- Augustus Labs, LLCNov 2020 to Jul 2022
- Texas RoadhouseJul 2020 to Apr 2023
- Sip Wine BarMay 2020 to Nov 2020
- Texas RoadhouseFeb 2019 to Mar 2020
- Purdue UniversityAug 2016 to May 2020
- Fox Valley Immediate CareOct 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Journey Financial Group, Inc.
$336.5MAssets managed
330Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7593877
- Firm CRD
- 123565