Richard Walen, financial advisor Toledo OH

Richard Walen

CRD Number: 1084685
Current Firm: Walen Financial Group, LLC

Richard Walen (CRD# 1084685) is an Investment Advisor Representative working at Walen Financial Group, LLC in Toledo, OH and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Walen Financial Group Toledo, OH Jul 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Contact Info for Richard Walen
Phone Number: 419-885-2599
Firm Website: http://rwalen.com
Registered State(s):
  • MI
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MI, OH, TX

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