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.