Unclaimed Profile

Darren Gilbert Whissen

ATOMI FINANCIAL GROUP, INC.·IRVINE, California

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66, Series 99TOClean record15 years registeredATOMI FINANCIAL GROUP, INC.

20 EXECUTIVE PARK, IRVINE, CA 92614CRD# 4716755Firm CRD# 171787

Profile Verification

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

Identity

Darren Gilbert Whissen · IRVINE, CA

Registration

CRD #4716755 · ATOMI FINANCIAL GROUP, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATOMI FINANCIAL GROUP, INC.

COMPOUND PLANNING, INC.

Jan 2022 – Aug 2025

NEW YORK, NY

ATOMI FINANCIAL ADVISORS

Nov 2014 – Dec 2021

IRVINE, CA

COURTLANDT WEALTH MANAGEMENT

Aug 2013 – Dec 2014

IRVINE, CA

SELECT MONEY MANAGEMENT, INC.

Jul 2011 – Dec 2012

ALISO VIEJO, CA

SELECT PORTFOLIO MANAGEMENT INC

Jul 2011 – Dec 2012

ALISO VIEJO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · July 7, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATOMI FINANCIAL GROUP, INC.

CRD 171787 · SEC 801-126007

AUM

$1.4B

Regulatory assets under management

Employees

7,391 client accounts

Services offered by ATOMI FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ATOMI FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Darren Gilbert Whissen offer?

Darren Gilbert Whissen specializes in Financial Planning, Investment Management, Wealth Management.

What are Darren Gilbert Whissen's credentials?

Darren Gilbert Whissen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Darren Gilbert Whissen located?

Darren Gilbert Whissen is based in IRVINE, California, last registered with ATOMI FINANCIAL GROUP, INC..

How does Darren Gilbert Whissen charge for services?

Darren Gilbert Whissen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATOMI FINANCIAL GROUP, INC.?

ATOMI FINANCIAL GROUP, INC. has approximately 70 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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