Financial ADVSR advisor directory · SEC adviser records
Whelan Financial financial advisors in California
Every SEC-registered investment adviser representative at a Whelan Financial office in California, by city and A to Z.
The short answer
7 registered advisors work at Whelan Financial in California, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Fresno (7). 7 list the CFP designation and 0 are also registered broker representatives.
Whelan Financial advisors by city in California
Every firm in California →Whelan Financial advisors in California, A to Z
Search by name →- Stephen C. DetweilerFresno · Certified Financial Planner
- Michael D. ManjarrezFresno · Certified Financial Planner
- Lori N. OngFresno · Certified Financial Planner
- Michael J. Ryan VFresno · Certified Financial Planner
- Taylor J. WhelanFresno · Certified Financial Planner, Chartered Financial Analyst
- Vincent J. WhelanFresno · Certified Financial Planner
- Portia L. WhiteFresno · Certified Financial Planner
Whelan Financial advisors in every state →Whelan Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Whelan Financial financial advisors are in California?
7 investment adviser representatives are registered at Whelan Financial offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Whelan Financial have the most advisors?
Fresno, with 7. Whelan Financial has advisors in 1 city in California.
How do I check a Whelan Financial advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Whelan Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.