At Whalen Financial Group, we understand that no two financial situations are the same. With decades of experience, we are dedicated to tailoring our services to your individual needs, dreams, and aspirations.
No matter where you’re located, from Wausau, WI to anywhere across the country, we aim to simplify complex financial decisions and empower you to make the most advantageous decisions.
Our client-centric approach helps ensure that we fully comprehend your financial goals and position, allowing us to create a comprehensive plan that aligns with your unique circumstances and goals. Trust in our knowledge, experience & commitment to serving your best interests as we guide you toward a more secure financial future.
With over 40 years of experience in the industry, our founder, Kerry Whalen, established our firm to provide a range of thoughtful, client-focused solutions that help individuals make informed decisions for themselves, their family, their business, and their community.
No two journeys are alike. Neither are our strategies. We take the time to get to know you, so we can design strategies that reflect your life, your priorities, and your goals.
How can I create a financial plan that balances security, growth, and long-term success?
How can I align my investments with my goals and risk tolerance while balancing growth and stability?
How can I make sure my insurance protects my assets and loved ones against unexpected events?
We uphold the highest standards of integrity and responsibility. As fiduciaries, we are legally and ethically bound to act in the best interests of our advisory clients, putting your financial well-being above all else. This means that every recommendation we provide is guided solely by what benefits you and your financial future.
Integrity and trust are the cornerstones of our advisory relationships. At Whalen Financial Group, earning and maintaining your trust is not just a goal, it’s our standard.
”Patience and diligence, like faith, remove mountains."
— William Penn
At Whalen Financial Group, we’re always looking for new ways to explain complex concepts in a simple manner, breaking any educational barriers that might exist between our clients and a successful financial future. That’s why we publish resources that can help you grow your knowledge base quickly and conveniently. With blogs, videos and more to enhance and elevate your financial knowhow, we aim to give you the power to efficiently and effectively chase your goals.
The road toward achieving your financial goals starts with the first step. Fill out the form below, call us at (715) 241-6935. The more we learn about your situation, the better we can determine how we may be able to help. Contact us today!
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Whalen Financial Group, Inc.
226411 Rib Mountain Dr
Wausau, WI 54401
(715) 241-6935
Monday 8:00am – 4:00pm
Wednesday 8:00am – 4:00pm
Friday 8:00am – 12:00pm
Tuesday 8:00am – 4:00pm
Thursday 8:00am – 4:00pm
Saturday & Sunday – Closed
© 2026 Whalen Financial Group. All Rights Reserved.
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Kerry Whalen and Jake Whalen are Registered Representatives offering Securities through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company.
226411 Rib Mountain Dr
Wausau, WI 54401
(715) 241-6935
