Vanessa Medina has been an investment adviser representative at Whalen Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners.
Whalen Wealth Management Inc. is a Las Vegas, NV firm with $223M under management, 400 clients and 4 advisers in one office, as of its May 2026 filing.
Vanessa Medina is a Wealth Advisor at Whalen Financial. She works in the firm's Advisory group and guides clients through financial transitions, from retirement planning to legacy design.
Investment adviser representative registrations
Vanessa Medina is registered as an investment adviser representative in Nevada, since June 2025.
- NevadaSince 8 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6885054
- Firm
- Whalen Wealth Management · CRD 311869
- Office
- 7160 RAFAEL RIVERA WAY, SUITE 220, Las Vegas, NV 89113
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whalenfinancial.com
Where does Vanessa Medina work?
Vanessa Medina is an investment adviser representative registered through Whalen Wealth Management Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Vanessa Medina a financial advisor?
Yes. Vanessa Medina has a current investment-adviser registration in Nevada, through Whalen Wealth Management since June 2025.
How many years of experience does Vanessa Medina have?
Vanessa Medina has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Vanessa Medina passed?
Vanessa Medina passed the Series 65 in May 2025.
Where is Vanessa Medina based?
Vanessa Medina’s registered office is in Las Vegas, NV.
Is Vanessa Medina registered with FINRA?
No. Vanessa Medina has no current broker registration.
How can I verify Vanessa Medina’s record?
Search CRD 6885054 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vanessa Medina’s full registration record.
