Stephen Detweiler, financial advisor Fresno CA
90 score

Stephen Detweiler

CRD Number: 6141064
Current Firm: Whelan Financial

Stephen Detweiler (CRD# 6141064) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Whelan Financial Fresno, CA May 2010 - Current 6
Unemployed Fresno, CA Jan 2010 - May 2010 < 1
Full-time Student Fresno, CA Jan 2009 - Dec 2009 < 1
Unemployed Fresno, CA Aug 2008 - Dec 2008 < 1
Gsf Properties, Inc. Fresno, CA Aug 2006 - Jul 2008 1
Golden State Financial Corp. Fresno, CA May 2003 - Aug 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Stephen C. Detweiler
Phone Number: 559-228-8002
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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