Michael Manjarrez has been an investment adviser representative at Whelan Financial since February 2021, and is not listed among the firm’s executive officers or direct owners.
Whelan Financial is a Fresno, CA firm with $782M under management, 512 clients and 7 advisers across 2 offices, as of its January 2026 filing.
Michael Manjarrez’s longest registration is the current one, 5 years at Whelan Financial since 2021. Before joining Whelan Financial in 2021, Michael Manjarrez was registered through Bolt Wealth Management LLC.
- Bolt Wealth Management LLC– · 1 yearFresno, CA · Adviser representative · Firm CRD 288717
Investment adviser representative registrations
Michael Manjarrez is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Texas, in April 2025.
- CaliforniaSince 19 February 2021
- TexasSince 4 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 September 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael David Manjarrez
- CRD
- 6105145
- Firm
- Whelan Financial · CRD 107227
- Office
- 7700 NORTH PALM AVE. #201, Fresno, CA 93711-5780
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Manjarrez work?
Michael Manjarrez is an investment adviser representative registered through Whelan Financial since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Manjarrez a financial advisor?
Yes. Michael Manjarrez has a current investment-adviser registration in California and Texas, through Whelan Financial since February 2021.
How many years of experience does Michael Manjarrez have?
Michael Manjarrez has 7 years in the financial industry, since April 2019, across 2 adviser firms.
What exams has Michael Manjarrez passed?
Michael Manjarrez has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2012.
Where did Michael Manjarrez work before Whelan Financial?
Before Whelan Financial, Michael Manjarrez was registered through Bolt Wealth Management LLC, April 2019 to February 2021.
Where is Michael Manjarrez based?
Michael Manjarrez’s registered office is in Fresno, CA.
Is Michael Manjarrez registered with FINRA?
No. Michael Manjarrez has no current broker registration.
How can I verify Michael Manjarrez’s record?
Search CRD 6105145 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Manjarrez’s full registration record.
- Portia WhiteChief Executive Officer and Partner
- Taylor WhelanChief Financial Officer & Partner
- Michael RyanChief Compliance Officer
- Stephen DetweilerChief Trading Officer & Partner
- Kasandra Ann Silva DieuChief of Operations & Partner