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Kerry Richard Whalen

President/Chief Compliance OfficerWhalen Capital, Inc.CRD 1570057

About Kerry Richard Whalen

Kerry Richard Whalen is listed as President/Chief Compliance Officer at Whalen Capital, Inc. in Wausau, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Whalen Capital, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kerry Richard Whalen work?

Kerry Richard Whalen is listed as President/Chief Compliance Officer at Whalen Capital, Inc. on SEC Form ADV.

How much of Whalen Capital, Inc. does Kerry Richard Whalen own?

Form ADV reports a beneficial ownership band of Over 75%.

Whalen Capital, Inc.

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2013
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