Jake Whalen (CRD# 7041474) is an Investment Advisor Representative working at On Investment Management Co in Wausau, WI and has over 3 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whalen Capital, Inc. | Wausau, WI | Sep 2022 - Current | 1 |
| Whalen Financial Group | Wausau, WI | Sep 2022 - Current | 1 |
| The O.n. Equity Sales Company | Cincinnatti, OH | Jan 2021 - Current | 3 |
| Ohio National Financial Services | Cincinnati, OH | Jan 2021 - Current | 3 |
| Whalen Capital, Inc. | Schofield, WI | Dec 2021 - Sep 2022 | < 1 |
| Whalen Financial Group | Schofield, WI | Jan 2021 - Sep 2022 | 1 |
| Northwestern Mutual Investment Services LLC | Middleton, WI | Jun 2020 - Jan 2021 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2019 - Jan 2021 | 2 |
| Northwestern Mutual Investment Services LLC | Delafield, WI | Oct 2019 - Feb 2020 | < 1 |
| Full Time Student | Wausau, WI | Sep 2008 - Jun 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- WI
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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