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Justin B Whelan

BIECHELE ROYCE ADVISORS, INC.·FISHERS, Indiana
Series 6, Series 7, Series 24, Series 28, Series 53, Series 63, Series 65CFPChFC27 years registeredBIECHELE ROYCE ADVISORS, INC.
11634 MAPLE STREET, SUITE 300, FISHERS, IN 46038CRD# 2053714Firm CRD# 120742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin B Whelan · FISHERS, IN
Registration
CRD #2053714 · BIECHELE ROYCE ADVISORS, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Jun 2026 – present
VIVALDI CAPITAL MANAGEMENT LP
Nov 2024 – Jun 2026
FISHERS, IN
BIECHELE ROYCE ADVISORS, INC.
Oct 1998 – Feb 2025
FISHERS, IN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 28
Series 53
Series 63
Series 65
Registration record
First registered · October 20, 1998
Years registered · 27
Professional designations · CFP, ChFC
03

Disclosure History

1982Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BIECHELE ROYCE ADVISORS, INC.
CRD 120742 · SEC 801-61284
AUM
$660M
Regulatory assets under management
Employees
8
679 client accounts
Services offered by BIECHELE ROYCE ADVISORS, INC.
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 BIECHELE ROYCE ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Justin B Whelan offer?
Justin B Whelan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FISHERS, Indiana for a consultation.
What are Justin B Whelan's credentials?
Justin B Whelan holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Justin B Whelan located?
Justin B Whelan is based in FISHERS, Indiana, working with BIECHELE ROYCE ADVISORS, INC.. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does Justin B Whelan charge for services?
Justin B Whelan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIECHELE ROYCE ADVISORS, INC.?
BIECHELE ROYCE ADVISORS, INC. has approximately 8 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BIECHELE ROYCE ADVISORS, INC.

Christopher Royce Norwood
FISHERS, IN
Thomas Andrew Barrett
FISHERS, IN

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