WALEN FINANCIAL GROUP, LLC
Firm details
- Headquarters
- TOLEDO, Ohio
- CRD number
- 140721
- Website
- rwalen.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Walen Financial Group, LLC is a domestic limited liability company that functions as a capital allocator and advisor that selects other advisers rather than managing all mandates in-house. Its public profile indicates an affiliation with an insurance company, and it reports a nonstandard fee structure categorized as "Other." The firm is not identified as an active ESG investor, does not operate across multiple states according to the record provided, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ALEX ASH
OwnerCRD 4995156
Christine Krygielski
Investment Advisor RepresentativeCRD 6699848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOLEDO, OH
LUCAS
Location
TOLEDO, OH
Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 4149 N Holland Sylvania Rd
- Time zone
- ET (UTC-5)
- Office locations
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