There is No Risk to see what we can do for you

Our Team

Whalen Financial Group

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.

Schedule an Appointment
FINRA BrokerCheck