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About Us
Whalen Financial Group
”My mission is to help clients make informed financial decisions that support long-term stability, growth, and peace of mind.”
— Jake Whalen
Jake Whalen began his career in financial services in 2019 as an intern while completing his bachelor’s degree in economics at the University of Wisconsin–Madison, where he was a student-athlete and played football. Following graduation, he committed to financial services full time, driven by a passion for helping clients navigate their financial goals.
In March 2021, Jake returned to Wausau to join Whalen Financial Group, where he works alongside his father, Kerry, to serve current and prospective clients. He takes a collaborative, client-focused approach, emphasizing education, trust, and long-term results.
He holds FINRA Series 6, 63 , 7, and 65 securities licenses and handles various aspects of life and disability insurance for new clients, including the application, underwriting, and servicing. His aim is to build lasting relationships rooted in trust, education, and results, so clients feel confident navigating every stage of their financial journey. Prior to his tenure at Whalen Financial Group Inc., he worked at another financial firm before transitioning to a full-time advisor role in June 2019.He enjoys seeing the confidence clients gain once they have a plan in place. Helping people reduce financial stress, understand their options, and feel more secure about their future, feeling it is the most rewarding part of his career.
”I chose this profession because I saw firsthand how a lack of guidance can hold people back financially, and I wanted to be someone clients could trust to simplify the process and help them build a stronger financial future.”
— Jake Whalen
Your Partners in Planning
for the Future
As a comprehensive financial services firm, our team is committed to being open and straightforward with you and serving your best interests. Our goal is to help you pursue your retirement dreams and develop strategies designed to address your income needs and support your vision for retirement.
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 Approach
Our client-centric approach helps ensure we understand your financial goals and current situation, allowing us to create a comprehensive plan that aligns with your unique circumstances and goals. Supported by our knowledge, experience, and commitment to serving your best interests, we provide guidance to help you make informed decisions and stay focused as you work toward a more confident financial future.
226411 Rib Mountain Dr