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Chief Financial Officer & Partner · Whelan Financial

Taylor J. Whelan

CRD 6425340 · Named on Form ADV at one SEC-registered adviser

At a glance

Whelan Financial, an SEC-registered wealth manager based in Fresno, CA with $782 million in regulatory assets, lists Taylor J. Whelan on its Form ADV as Chief Financial Officer & Partner, a control person.

Firms and roles

  • Whelan FinancialChief Financial Officer & PartnerWealth manager · Fresno, CA · $782M in regulatory assets

AtlasMembers

Taylor’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
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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.

Colleagues named on the same filings

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