Whelan Financial

Whelan Financial (CRD# 107227) is a financial advisory firm headquartered in Fresno, CA. They manage $568,753,932 in 1,373 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    569
    MILLION
  • Total Number of Accounts
    1,373
    ACCOUNTS
  • Average Account Value
    $414,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, NV, OR, WA

Financial Advisors at Whelan Financial
Showing 1 - 7 of 7 top financial advisors.
1
Stephen C. Detweiler
CRD#: 6141064
7700 North Palm Ave. #201, Fresno, CA 93711

Stephen Detweiler (CRD# 6141064) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 11 years of experience in the finance industry.

2
Michael D. Manjarrez
CRD#: 6105145
7700 North Palm Ave. #201, Fresno, CA 93711

Michael Manjarrez (CRD# 6105145) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 11 years of experience in the finance industry.

3
Michael J. Ryan
CRD#: 6152734
7700 North Palm Ave. #201, Fresno, CA 93711

Michael Ryan (CRD# 6152734) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has 1 year of experience in the finance industry.

4
Taylor J. Whelan
CRD#: 6425340
7700 North Palm Ave. #201, Fresno, CA 93711

Taylor Whelan (CRD# 6425340) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 9 years of experience in the finance industry.

5
Vincent J. Whelan
CRD#: 1900908
7700 North Palm Ave. #201, Fresno, CA 93711

Vincent Whelan (CRD# 1900908) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 20 years of experience in the finance industry.

6
Portia L. White
CRD#: 5137590
7700 North Palm Ave. #201, Fresno, CA 93711

Portia White (CRD# 5137590) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 17 years of experience in the finance industry.

7
Lori N. Ong
CRD#: 5845387
7700 North Palm Ave. #201, Fresno, CA 93711

Lori Ong (CRD# 5845387) 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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