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Owner/ Chief Compliance Officer · M.A. Whelan Financial Planning

Maureen A. Whelan

CRD 5133502 · Named on Form ADV at one SEC-registered adviser

At a glance

M.A. Whelan Financial Planning, an SEC-registered wealth manager with $77 million in regulatory assets, lists Maureen A. Whelan on its Form ADV as Owner/ Chief Compliance Officer, a control person.

Firms and roles

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Maureen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maureen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.