Taylor John Whelan
Chief Financial Officer & PartnerWhelan FinancialCRD 6425340
About Taylor John Whelan
Taylor John Whelan is listed as Chief Financial Officer & Partner at Whelan Financial in Fresno, CA. Form ADV reports a beneficial ownership band of Under 5%. Taylor John Whelan is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Whelan Financial
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Taylor John Whelan work?
Taylor John Whelan is listed as Chief Financial Officer & Partner at Whelan Financial on SEC Form ADV.
How much of Whelan Financial does Taylor John Whelan own?
Form ADV reports a beneficial ownership band of Under 5%.
Whelan Financial
| Title | Chief Financial Officer & Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2014 |