Jared Kiepke (CRD# 7267269) is an Investment Advisor Representative working at Whalen Capital, Inc. 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 On Equity Sales Company | Cincinnati, OH | Sep 2020 - Current | 3 |
| Whalen Capital, Inc. | Weston, WI | Feb 2022 - Sep 2022 | < 1 |
| Whalen Financial Group | Weston, WI | Jun 2020 - Sep 2022 | 2 |
| Student | Wausau, WI | Sep 2010 - May 2020 | 9 |
| Rib Mountain Sanitary District | Wausau, WI | Jun 2014 - Aug 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- WI
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts390ACCOUNTS
-
Average Account Value$340,106
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, WI
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