Donna M. Metrou

Some features on this profile are disabled

CRD#: 4807919

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donna Marie Metrou, who also goes by Donna Marie Zurawski, was a registered financial professional .

Donna is a previously registered financial professional and started their career in finance in 2004. Donna had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Donna Marie Zurawski

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 10, 2008 - July 23, 2013

JOURNEY FINANCIAL GROUP, INC.

RIA

CRD#: 123565

BUFFALO GROVE, IL

Past

February 5, 2007 - July 3, 2013

OSAIC WEALTH, INC.

CRD#: 23131

BUFFALO GROVE, IL

Past

September 1, 2004 - December 31, 2006

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 12/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/30/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/2004

Investment Company Products/Variable Contracts 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donna M. Metrou

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

JOURNEY FINANCIAL GROUP, INC.

OSAIC WEALTH, INC.

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

JOURNEY FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2007

Series 63

Date: 11/12/2004

Series 7

Date: 4/30/2007

Series 6

Date: 8/31/2004

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

Similar Advisors