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).
Current Firm Details
By the Numbers
-
Total Assets Under Management133MILLION
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Total Number of Accounts390ACCOUNTS
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Average Account Value$340,106
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WI
Financial Advisors at Whalen Capital, Inc.
1
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.
2
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.
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