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).
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Total Assets Under Management569MILLION
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Total Number of Accounts1,373ACCOUNTS
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Average Account Value$414,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, NV, OR, WA
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.
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.
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.
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.
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.
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.
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.