What departments does Whalen Financial have?

Whalen Financial has employees across 2 departments including Administrative, Marketing.

What is the largest department at Whalen Financial?

The largest department at Whalen Financial is Administrative with 1 employees.

Where are Whalen Financial employees located globally?

Whalen Financial has employees across 1 continents and 1 countries including United States Of America.

How has Whalen Financial's team size changed over time?

Whalen Financial's team has decreased from approximately 6 to 5 employees based on available data.

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Whalen Financial Employee Directory

Financial ServicesNevada, United States11-50 Employees

Operating as a Registered Investment Adviser, Whalen Financial positions itself as a fiduciary resource for clients seeking guidance across their wealth needs. The firm emphasizes prioritizing client objectives and delivering services that support long-term financial planning and stewardship, engaging with a diverse set of client types within the national market.

Whalen Financial Global Highlights

North America
6

United States Of America
6

Whalen Financial's Leadership

M. H.
Tax Administrator And Preparer
Mobile Phone
Email
A. Z.
Administrative Assistant/Client Service
Mobile Phone
Email
M. A.
Marketing Specialist
Mobile Phone
Email

Whalen Financial Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other
Marketing

Contact profiles from Whalen Financial

Name

Title

Contact Info

Location

Last Update

M. H.
Tax Administrator And Preparer
Mobile Phone
Email
Oct 26, 2025
A. Z.
Administrative Assistant/Client Service
Mobile Phone
Email
United StatesNew Mexico
Apr 16, 2026
M. A.
Marketing Specialist
Mobile Phone
Email
Mar 25, 2026

Frequently Asked Questions

What is Whalen Financial known for?

Whalen Financial was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 10501 West Gowan Road Las Vegas, Nevada United States. Explore Whalen Financial's company overview page for more information.

What is Whalen Financial's most common email format?

Whalen Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Whalen Financial email formats with LeadIQ.

How many employees does Whalen Financial have currently?

Whalen Financial has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Whalen Financial's key employees and leadership?

As of December 2025, Whalen Financial's key employees include:

Tax Administrator And Preparer: M. H.
Administrative Assistant/Client Service: A. Z.
Marketing Specialist: M. A.

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Whalen Financial Employee Directory

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