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Stephen Detweiler

Chief Trading Officer & Partner at Whelan Financial in Fresno, CA

Investment adviser registrationUpdated

Stephen Detweiler is Chief Trading Officer & Partner of Whelan Financial, an investment adviser managing $782M, and works from its Fresno, CA office. Stephen Detweiler has been registered as an investment adviser representative through Whelan Financial since 11 March 2013, has 13 years in the industry across 1 firm and has passed the Series 65.

13
Years in industry
13
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Stephen Detweiler has been Chief Trading Officer & Partner of Whelan Financial since January 2026, is a control person of the firm and directly owns under 5% of it.

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.

  1. Whelan FinancialCurrent
    – present · 13 years
    Fresno, CA · Adviser representative · Firm CRD 107227

Credentials and registrations

Investment adviser representative registrations

Stephen Detweiler is registered as an investment adviser representative in 2 states. The first approvals date from March 2013; the most recent is Texas, in August 2025.

  • CaliforniaSince 11 March 2013
  • TexasSince 18 August 2025

Examinations

Series 659 March 2013
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Stephen Christopher Detweiler
CRD
6141064
Firm
Whelan Financial · CRD 107227
Role
Chief Trading Officer & Partner
Office
7700 NORTH PALM AVE. #201, Fresno, CA 93711-5780
Registration
Investment adviser registration
In the industry since
March 2013
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Stephen Detweiler work?

Stephen Detweiler has been Chief Trading Officer & Partner of Whelan Financial since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 January 2026

Is Stephen Detweiler a financial advisor?

Yes. Stephen Detweiler has a current investment-adviser registration in California and Texas, through Whelan Financial since March 2013.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Stephen Detweiler have?

Stephen Detweiler has 13 years in the financial industry, since March 2013, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Stephen Detweiler passed?

Stephen Detweiler passed the Series 65 in March 2013.

Source: IAPD individual record, checked 22 October 2026

Where is Stephen Detweiler based?

Stephen Detweiler’s registered office is in Fresno, CA.

Source: IAPD individual record, checked 22 October 2026

Is Stephen Detweiler registered with FINRA?

No. Stephen Detweiler has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Stephen Detweiler’s record?

Search CRD 6141064 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Detweiler’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Whelan Financial

Sources

  1. IAPD individual record, CRD 6141064, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Whelan Financial, filed 27 January 2026. Title, control and ownership bands.
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