Marilyn A. Bilyk

JOURNEY FINANCIAL GROUP

BUFFALO GROVE, IL 60089

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CRD#: 1160659

Professional summary

Marilyn Ann Bilyk, who also goes by Marilyn Ann Massett, is a registered financial advisor currently at JOURNEY FINANCIAL GROUP, INC. located in Buffalo Grove, Illinois.

Marilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Marilyn has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marilyn Ann Massett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marilyn Ann Bilyk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 1998 - Present

JOURNEY FINANCIAL GROUP, INC.

Office #1: 1110 W. Lake Cook Road Suite 265, Buffalo Grove, IL 60089

RIA

CRD#: 123565

BUFFALO GROVE, IL

Past

February 4, 1997 - October 3, 2024

OSAIC WEALTH, INC.

CRD#: 23131

BUFFALO GROVE, IL

Past

October 17, 1994 - January 29, 1997

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOURNEY FINANCIAL GROUP, INC.

CRD#: 123565 / SEC#: 801-79263

RIA

Registered Investment Advisory firm - (2/26/2014 Approved)

Illinois

Registered Investment Advisory firm - (2/26/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/19/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/1994

General Securities Representative Examination

Current Firm

JOURNEY FINANCIAL GROUP, INC.

CRD#: 123565 / SEC#: 801-79263

RIA

Registered Investment Advisory firm - (2/26/2014 Approved)

Illinois

Registered Investment Advisory firm - (2/26/2014 Terminated)

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Contact information

Main Address

1110 W. Lake Cook Road Suite 265b, Buffalo Grove, IL 60089

Mailing Address

Phone number

(847) 229-9191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JFG - ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	823
AUM (Assets Under Management)	$ 276,837,194

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Marilyn A. Bilyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marilyn Ann Bilyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

WATERSTONE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

JOURNEY FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/1998

Series 63

Date: 11/3/1994

SIE

Date: 10/1/2018

Series 7

Date: 10/14/1994

Current Firm

JOURNEY FINANCIAL GROUP, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY FINANCIAL GROUP, INC.

TRUST BUT VERIFY

Contact information

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