Unclaimed Profile

Taylor John Whelan

WHELAN FINANCIAL·FRESNO, California

Series 65Clean record11 years registeredWHELAN FINANCIAL

7700 NORTH PALM AVE. #201, FRESNO, CA 93711-5780CRD# 6425340Firm CRD# 107227

Profile Verification

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

Identity

Taylor John Whelan · FRESNO, CA

Registration

CRD #6425340 · WHELAN FINANCIAL · 11 years registered

Brand Profile

Not yet started

Career History

WHELAN FINANCIAL

Jan 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 23, 2015

Years registered · 11

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

Speak with Taylor

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Taylor is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Browse FRESNO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Taylor John Whelan offer?

Taylor John Whelan specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.

What are Taylor John Whelan's credentials?

Taylor John Whelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Taylor John Whelan located?

Taylor John Whelan is based in FRESNO, California, working with WHELAN FINANCIAL. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Taylor John Whelan charge for services?

Taylor John Whelan'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →