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Taylor Whelan

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

Investment adviser registrationUpdated

Taylor Whelan is Chief Financial Officer & Partner of Whelan Financial, an investment adviser managing $782M, and works from its Fresno, CA office. Taylor Whelan has been registered as an investment adviser representative through Whelan Financial since 23 January 2015, has 11 years in the industry across 1 firm and has passed the Series 65.

11
Years in industry
11
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Taylor Whelan has been Chief Financial Officer & Partner of Whelan Financial since December 2014, 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 · 11 years
    Fresno, CA · Adviser representative · Firm CRD 107227

Credentials and registrations

Investment adviser representative registrations

Taylor Whelan is registered as an investment adviser representative in 2 states. The first approvals date from January 2015; the most recent is Texas, in March 2025.

  • CaliforniaSince 23 January 2015
  • TexasSince 4 March 2025

Examinations

Series 6523 January 2015
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Taylor John Whelan
CRD
6425340
Firm
Whelan Financial · CRD 107227
Role
Chief Financial Officer & Partner
Office
7700 NORTH PALM AVE. #201, Fresno, CA 93711-5780
Registration
Investment adviser registration
In the industry since
January 2015
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Taylor Whelan work?

Taylor Whelan has been Chief Financial Officer & Partner of Whelan Financial since December 2014, and is a control person of the firm.

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

Is Taylor Whelan a financial advisor?

Yes. Taylor Whelan has a current investment-adviser registration in California and Texas, through Whelan Financial since January 2015.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Taylor Whelan have?

Taylor Whelan has 11 years in the financial industry, since January 2015, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Taylor Whelan passed?

Taylor Whelan passed the Series 65 in January 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Taylor Whelan based?

Taylor Whelan’s registered office is in Fresno, CA.

Source: IAPD individual record, checked 22 October 2026

Is Taylor Whelan registered with FINRA?

No. Taylor Whelan has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Taylor Whelan’s record?

Search CRD 6425340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Whelan’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Whelan Financial

Sources

  1. IAPD individual record, CRD 6425340, 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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