Virginia Renee Vanderwaal

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Corporate Retirement Solutions Llc
  Schofield, WI
• 06/2007 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 09/2008 → 09/2022
  Whalen Finanical Group, Inc.
  Schofield, WI
• 12/2021 → 09/2022
  Whalen Capital, Inc.
  Schofield, WI
• 09/2022 → Present
  Whalen Capital, Inc.
  Wausau, WI
• 09/2022 → Present
  Whalen Financial Group, Inc.
  Wausau, WI

Previous Registrations

• 2022-02-25 → 2026-05-18
  Whalen Capital, Inc.
  Wausau, WI
  Wausau, WI

Other Businesses

CORPORATE RETIREMENT SOLUTIONS LLC; PRESIDENT; 09/2006; WAUSAU, WI; INVESTMENT RELATED; THIRD PARTY ADMINISTRATOR; WHALEN FINANCIAL GROUP, INC.; OFFICE ADMINISTRATOR; 09/2008; WAUSAU, WI; INVESTMENT RELATED; INSURANCE SALES ENTITY; 35HRS/MONTH DEVOTED TO THIS ACTIVITY. Whalen Capital, Inc; Yes investment related; 226411 Rib Mountain, Wausau, WI 54401; Investment advising; Investment advisor assistant to Kerry Whalen; 12/31/2022-present; 160 hours/month (160 hours during securities trading hours/month); Assist Kerry Whalen with his advisory clients. THE O.N. EQUITY SALES COMPANY; REGISTERED OFFICE ADMINISTRATOR; 06/2007; WAUSAU, WI;INVESTMENT RELATED; OFFICE ADMINISTRATOR TO REGISTERED REPRESENTATIVE;

Exams

• S66 Uniform Combined State Law Examination
  2007-09-18

Other Names

• Virginia Renee Ziemer
• Virginia Vanderwaal