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Brian Jerold Whinnery

HAYS FINANCIAL GROUP, LLC·EDINA, Minnesota
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200 SOUTHDALE CENTER, EDINA, MN 55435CRD# 5884103Firm CRD# 306877
01

About

Brian Jerold Whinnery is a registered financial advisor based in EDINA, Minnesota, affiliated with HAYS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Wealth Management
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
HAYS FINANCIAL GROUP, LLC
HAYS FINANCIAL GROUP, LLC
AUM
$5.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HAYS FINANCIAL GROUP, LLC →
Services
Financial planning
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5884103
Firm CRD# 306877
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Jerold Whinnery offer?
Brian Jerold Whinnery specializes in Financial Planning, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Brian Jerold Whinnery's credentials?
Brian Jerold Whinnery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jerold Whinnery located?
Brian Jerold Whinnery is based in EDINA, Minnesota, working with HAYS FINANCIAL GROUP, LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Brian Jerold Whinnery charge for services?
Brian Jerold Whinnery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAYS FINANCIAL GROUP, LLC?
HAYS FINANCIAL GROUP, LLC has approximately 7 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Seth Lawrence Cogswell — RUNNING OAK CAPITAL LLCChristine Marie Sorensen — TRADITION WEALTH MANAGEMENT LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCPeter James Conrad — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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