WHALEN FINANCIAL PLANNING

Phone

424-258-4398

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$999K

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 25 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

No