Whalen Capital, Inc.

Whalen Capital, Inc. (CRD# 130016) is a financial advisory firm headquartered in Schofield, WI. They manage $49,973,711 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $302,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Whalen Capital, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Laura R. Kuhnert
CRD#: 3126495
5225 Pine Street, Schofield, WI 54476
93
Wealthminder
score

Laura Kuhnert (CRD# 3126495) is an Investment Advisor Representative working at Whalen Capital, Inc. in Schofield, WI and has over 18 years of experience in the finance industry.

2
Patrick T. Bradley
CRD#: 1251109
510 Alderson Street, Schofield, WI 54476
61
Wealthminder
score

Patrick Bradley (CRD# 1251109) is an Investment Advisor Representative working at Whalen Capital, Inc. in Schofield, WI and has over 27 years of experience in the finance industry.

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