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About Us
Whalen Financial Group
Jared Kiepke, a Wausau native, is deeply rooted in the local community. His educational journey led him to earn a bachelor’s degree in business administration with a specialization in finance from University of Wisconsin–Eau Claire in May 2020. Immediately following his graduation in June 2020, Jared embarked on his career journey with Whalen Financial Group.
With over five years in the industry, Jared is a CFA® charterholder showing his strong understanding of advanced investment analysis and real-world portlfio management skills. He leverages his academic background to contribute to security research and selection, as well as portfolio rebalancing. Moreover, he plays a vital role in supporting investment strategies and portfolio management decisions designed to help address each client’s unique financial goals.
He enjoys being able to use his knowledge to help clients work toward fulfilling their needs, wants, and unique goals. Beyond his work, Jared is a fervent outdoors enthusiast. His interests span hiking, fishing, and various outdoor activities, reflecting his passion for an active and adventurous lifestyle.
”I chose to specialize in security research and investment management because I’ve always been fascinated by the behind-the-scenes workings of businesses. I love digging into how companies operate and discovering the stories behind their success. Math has always been a strength of mine, and I find it rewarding to use those skills to help clients pursue their dreams and feel confident about their financial future.”
— Jared Kiepke
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