Unclaimed Profile

Michael James Ryan

WHELAN FINANCIAL·FRESNO, California

Clean record8 years registeredWHELAN FINANCIAL

7700 NORTH PALM AVE. #201, FRESNO, CA 93711-5780CRD# 6152734Firm CRD# 107227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Ryan · FRESNO, CA

Registration

CRD #6152734 · WHELAN FINANCIAL · 8 years registered

Brand Profile

Not yet started

Career History

WHELAN FINANCIAL

May 2021 – present

SIERRA ASSET MANAGEMENT

Jul 2018 – Mar 2021

OAKHURST, CA

Registrations & Exams

Registration record

First registered · July 18, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHELAN FINANCIAL

CRD 107227 · SEC 801-40071

AUM

$569M

Regulatory assets under management

Employees

1,373 client accounts

Services offered by WHELAN FINANCIAL

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHELAN FINANCIAL →

Introduction

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Frequently Asked Questions

What services does Michael James Ryan offer?

Michael James Ryan specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.

What are Michael James Ryan's credentials?

Michael James Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Ryan located?

Michael James Ryan is based in FRESNO, California, working with WHELAN FINANCIAL. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Michael James Ryan charge for services?

Michael James Ryan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHELAN FINANCIAL?

WHELAN FINANCIAL has approximately 8 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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