Timothy Whelan has been an investment adviser representative at Cornerstone Wealth Partners since December 2023, and is not listed among the firm’s executive officers or direct owners. Timothy Whelan holds a B.A. from Michigan State University.
Cornerstone Wealth Partners, LLC is an Okemos, MI firm with $146M under management, 429 clients and 8 advisers across 5 offices, as of its August 2026 filing.
Tim Whelan is Investment Advisor of Cornerstone Wealth Partners, based in Okemos, MI. He joined the firm in 2023 and works with business owners on planning for the sale of their company and how it fits their retirement. He also works with families on investing, retirement income and the rules for withdrawing from retirement plans, and he taught school in Dansville before moving into financial services in 2016.
Timothy Whelan’s longest registration is the current one, 2 years at Cornerstone Wealth Partners since 2023. Before joining Cornerstone Wealth Partners in 2023, Timothy Whelan was registered through On Investment Management Co.
- – present · 2 yearsOkemos, MI · Adviser representative · Firm CRD 146602
- On Investment Management Co– · 2 yearsEast Lansing, MI · Adviser representative · Firm CRD 105662
Professional designations
Listed by Cornerstone Wealth Partners
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Timothy Whelan is registered as an investment adviser representative in Michigan, since December 2023.
- MichiganSince 18 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 13 May 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 April 2021 |
| SIE | Securities Industry Essentials Examination | 30 March 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 2020 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Stafford Whelan
- CRD
- 7364966
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Office
- 2525 JOLLY ROAD, SUITE 200, Okemos, MI 48864
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does Timothy Whelan work?
Timothy Whelan is an investment adviser representative registered through Cornerstone Wealth Partners, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Whelan a financial advisor?
Yes. Timothy Whelan has a current investment-adviser registration in Michigan, through Cornerstone Wealth Partners since December 2023.
How many years of experience does Timothy Whelan have?
Timothy Whelan has 5 years in the financial industry, since May 2021, across 2 adviser firms.
What exams has Timothy Whelan passed?
Timothy Whelan has passed 4 licensing exams: the Series 65, SIE, Series 63 and Series 7TO. The earliest, the Series 65, was passed in November 2020.
Where did Timothy Whelan work before Cornerstone Wealth Partners?
Before Cornerstone Wealth Partners, Timothy Whelan was registered through On Investment Management Co, May 2021 to December 2023.
Where is Timothy Whelan based?
Timothy Whelan’s registered office is in Okemos, MI.
Is Timothy Whelan registered with FINRA?
No. Timothy Whelan has no current broker registration.
How can I verify Timothy Whelan’s record?
Search CRD 7364966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Whelan’s full registration record.
