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Samuel John Whelan

Private Advisor Group, LLC

East Lansing, MI

Morristown, NJ

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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-05-04
  • MI RA
    APPROVED
    Since 2022-05-04

Branch Locations

2260 East Saginaw Street, Suite B, East Lansing, MI 48823 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flynn Wealth Partners East Lansing MI 04/2022 Present
Private Advisor Group, Llc Morristown NJ 04/2022 Present
Auto Owners Insurance Lansing MI 03/2018 04/2022
Ingham County Mason MI 06/2017 03/2018
Gratiot County Lansing MI 04/2016 06/2017
  • 04/2022 → Present
    Flynn Wealth Partners
    East Lansing, MI
  • 04/2022 → Present
    Private Advisor Group, Llc
    Morristown, NJ
  • 03/2018 → 04/2022
    Auto Owners Insurance
    Lansing, MI
  • 06/2017 → 03/2018
    Ingham County
    Mason, MI
  • 04/2016 → 06/2017
    Gratiot County
    Lansing, MI
Other Businesses

1.Mr. Whelan uses Flynn Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-04
  • S65 Uniform Investment Adviser Law Examination
    2022-05-04
Designations
Other Names
  • Sam Whelan

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · EAST LANSING, MI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · EAST LANSING, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · East Lansing, MI
STRAIGHTLINE · East Lansing, MI
INTEGRATED WEALTH CONCEPTS LLC · EAST LANSING, MI
J.P. MORGAN SECURITIES LLC · EAST LANSING, MI
HANTZ FINANCIAL SERVICES, INC. · OKEMOS, MI
HANTZ FINANCIAL SERVICES, INC. · OKEMOS, MI

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