Whelan Financial

Whelan Financial (CRD# 107227) is a financial advisory firm headquartered in Fresno, CA. They manage $229,942,477 in 721 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $318,922
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
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.

CA

Financial Advisors at Whelan Financial
Showing 1 - 4 of 4 top financial advisors.
1
Vincent J. Whelan
CRD#: 1900908
735 West Alluvial Ave. #101, Fresno, CA 93711
96
Wealthminder
score

Vincent Whelan (CRD# 1900908) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 13 years of experience in the finance industry. Vincent Whelan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Portia L. White
CRD#: 5137590
735 West Alluvial Ave. #101, Fresno, CA 93711
93
Wealthminder
score

Portia White (CRD# 5137590) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 10 years of experience in the finance industry.

3
Stephen C. Detweiler
CRD#: 6141064
735 West Alluvial Ave. #101, Fresno, CA 93711
90
Wealthminder
score

Stephen Detweiler (CRD# 6141064) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 3 years of experience in the finance industry.

4
Taylor J. Whelan
CRD#: 6425340
735 West Alluvial Ave. #101, Fresno, CA 93711
88
Wealthminder
score

Taylor Whelan (CRD# 6425340) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has 1 year of experience in the finance industry.

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