Haley Staniszewski (CRD# 7593877) 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.
CRD# 5751555
J.p. Morgan Securities LLC
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Buffalo Grove, IL | Jul 2023 - Current | < 1 |
| Journey Financial Group | Buffalo Grove, IL | Jul 2022 - Current | 1 |
| Osaic Wealth | Buffalo Grove, IL | Jul 2022 - Jul 2023 | 1 |
| Texas Roadhouse | Aurora, IL | Jul 2020 - Apr 2023 | 2 |
| Augustus Labs, LLC | Downers Grove, IL | Nov 2020 - Jul 2022 | 1 |
| Sip Wine Bar | Tinley Park, IL | May 2020 - Nov 2020 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2016 - May 2020 | 3 |
| Texas Roadhouse | Lafayette, IN | Feb 2019 - Mar 2020 | 1 |
| Fox Valley Immediate Care | Aurora, IL | Oct 2015 - Jun 2018 | 2 |
| Oswego High School | Oswego, IL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- IL
-
Total Assets Under Management236MILLIONS
-
Total Number of Accounts942ACCOUNTS
-
Average Account Value$250,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, ME, MN, MO, NH, TX, WI
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