Mclain Tallungan
Mclain Tallungan is a registered investment advisor at Journey Financial Group, INC., based in Buffalo Grove, IL, with 42 years of industry experience. Mclain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 373 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Financial Group offers portfolio management services based on a percentage of the assets in your account. The annual fee is tiered, meaning the entire balance of the managed accounts in your household will be charged the fee in the corresponding tier. Fees are billed and payable monthly in arrears based on the assets under management balance at the end of the previous month. The advisory fee is negotiable, depending on individual client circumstances.
Location
1110 W. Lake Cook Road, Buffalo Grove, IL, 60089
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mclain is engaged in insurance sales and is the owner and president of Journey Financial Group Inc., a Registered Investment Adviser. He also works as a notary public and dedicates nearly full-time hours to his role as president of Journey Financial Group.
Employment History
Current Registrations
Journey Financial Group, INC.
Previous Registrations
Osaic Wealth, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Long Grove Trading CO.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.