Maureen Ann Whelan
Investment adviser representative at M.A. Whelan Financial Planning
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- M.A. Whelan Financial PlanningAug 2021 to now
- M. A. Whelan Financial PlanningMar 2006 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
M.A. Whelan Financial Planning
Legal name: Maureen A. Whelan
$77.4MAssets managed
46Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5133502
- Firm CRD
- 140357