Unclaimed Profile

Vincent Joseph Whelan

WHELAN FINANCIAL·FRESNO, California

Clean recordWHELAN FINANCIAL

7700 NORTH PALM AVE. #201, FRESNO, CA 93711-5780CRD# 1900908Firm CRD# 107227

Profile Verification

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

Identity

Vincent Joseph Whelan · FRESNO, CA

Registration

CRD #1900908 · WHELAN FINANCIAL

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Vincent Joseph Whelan is a registered financial advisor based in FRESNO, California, affiliated with WHELAN FINANCIAL. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Vincent

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

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

Firm Overview

Firm

WHELAN FINANCIAL

AUM

$569M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHELAN FINANCIAL →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1900908

Firm CRD# 107227

View on FINRA BrokerCheck →

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 Vincent Joseph Whelan offer?

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

What are Vincent Joseph Whelan's credentials?

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

Where is Vincent Joseph Whelan located?

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

How does Vincent Joseph Whelan charge for services?

Vincent Joseph 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 →