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Facts and Insights
Walen Financial Group, LLC is a financial firm that has been serving clients for over 15 years. With a team of highly experienced advisors, they provide a range of comprehensive financial services to help individuals and businesses achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets under management | $500 million |
| Number of advisors | 10 |
| Time in business | 15 years |
Financial Services Offered
The advisors at Walen Financial Group, LLC offer a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Life and disability insurance
- Education planning
Client Types
Walen Financial Group, LLC works with a variety of clients including individuals, families, and businesses. They are committed to building long-term relationships with their clients and providing personalized financial solutions that align with their unique goals and values.
Fees & Compensation
The advisors at Walen Financial Group, LLC are fee-based, meaning they charge a percentage of the assets they manage on behalf of their clients. This fee structure ensures that their interests are aligned with their clients’ and they are always working to help them grow their wealth.
Background
Walen Financial Group, LLC was founded in 2005 by John Walen, a seasoned financial expert with over 20 years of experience in the industry. The firm has a strong background in finance and a solid reputation for providing top-notch services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Walen Financial Group, LLC has a legal obligation to disclose any potential conflicts of interest or disciplinary actions taken against them. It is important for clients to review the firm’s Form ADV and any other relevant disclosures before making a decision to work with them.
How does the advisor help clients – Key Takeaways:
- With over 15 years in business and $500 million in assets under management, Walen Financial Group, LLC has a strong track record of helping clients reach their financial goals.
- Their team of experienced advisors offer a comprehensive range of financial services to individuals and businesses.
- Walen Financial Group, LLC is committed to building long-term relationships with their clients and providing personalized solutions tailored to their unique needs.
- Their fee-based structure ensures that their interests are aligned with their clients’ and they are constantly working to help them grow their wealth.
- The firm’s founder, John Walen, has over 20 years of experience in the financial industry and is dedicated to providing top-notch services to his clients.
- As a registered investment advisor, Walen Financial Group, LLC is transparent about any potential conflicts of interest or disciplinary actions.