Whalen Capital, Inc.
Whalen Capital, Inc. (CRD# 130016) is a financial advisory firm headquartered in Wausau, WI. They manage $132,641,416 in 390 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management133MILLION
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Total Number of Accounts390ACCOUNTS
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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
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.
Virginia Vanderwaal (CRD# 5234773) is an Investment Advisor Representative working at Whalen Capital, Inc. in Wausau, WI and has over 16 years of experience in the finance industry.
Jake Whalen (CRD# 7041474) is an Investment Advisor Representative working at Whalen Capital, Inc. in Wausau, WI and has over 3 years of experience in the finance industry.