Kevin Whelan, financial advisor Cincinnati OH
90 score

Kevin Whelan

CRD Number: 4501631
Current Firm: Opus Capital Group, LLC

Kevin Whelan (CRD# 4501631) is an Investment Advisor Representative working at Opus Capital Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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Opus Capital Group, LLC
Professional Designations
Company Name Location Dates Years
Opus Capital Management, Inc. Cincinnati, OH Dec 1998 - Current 17

Kevin Whelan has no recent exams reported.
Contact Info for Kevin P. Whelan
Phone Number: 513-621-6787
Firm Website:
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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