WHALEN CAPITAL, INC.

WAUSAU, Wisconsin·1 registered advisor·CRD# 130016
SEC# 801-1296150715-241-6935
01

Firm Overview

AUM
$133M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHALEN CAPITAL, INC.

1 registered advisor
Kerry Richard Whalen
WAUSAU, Wisconsin
05

Office Locations

WAUSAU, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. WHALEN CAPITAL, INC. (CRD# 130016) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.