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).
Total Assets Under Management50MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$302,871
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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.
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.