Michael James Ryan
Investment adviser representative at Whelan Financial
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$781.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Whelan FinancialApr 2021 to now
- Sierra Asset ManagementJan 2012 to Jan 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Whelan Financial
$781.8MAssets managed
512Clients
7Advisers
34 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
- 6152734
- Firm CRD
- 107227