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).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Whalen Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jared W. Kiepke
CRD#: 7267269
226411 Rib Mountain Rd, Wausau, WI 54401

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 R. Vanderwaal
CRD#: 5234773
226411 Rib Mountain Rd, Wausau, WI 54401

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.

3
Jake Whalen
CRD#: 7041474
226411 Rib Mountain Rd, Wausau, WI 54401

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.