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About Us

Whalen Financial Group

Kerry Whalen

President

(715) 241-6935

Kerry Whalen, the President of Whalen Financial Group, Inc., has had an impressive career in the insurance and financial planning field for over four decades. He started in 1983 with a prominent national insurance and investment company, where he focused on helping businesses and individuals with their financial plans. Kerry has his FINRA Series 6, 7, 63, and 65 securities licenses.

Recognizing the changing needs of his clients, Kerry now leads a team of skilled advisers, working passionately to help clients plan for their financial and retirement goals.

Kerry’s strong dedication to his clients has earned him many awards, both within his company and in the industry. Beyond his work in investments, Kerry has been actively involved in various community boards, showing his commitment to making a positive impact in his community. As a financial advisor, he puts his energy into building trusted relationships with his clients, ensuring their financial well-being is his top priority.

Outside of work, Kerry enjoys spending quality time with his family and their dogs. His interests include various physical activities like golfing, boating, camping, and downhill skiing, reflecting his love for an active and fulfilling life. Kerry Whalen’s outstanding success and contributions to both his clients and his community showcase his long-lasting dedication and experience in the financial industry.

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.

Kerry Whalen

President

Jake Whalen

Financial Advisor

Ginny VanderWaal

Financial Advisor

Jared Kiepke

Portfolio Manager

Laurie Marcott

Director of Client Services

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.

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