Best Investors
Account
Sign in
Walen Financial Group, LLC CRD 140721
124 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4149 North Holland-Sylvania Road Suite 1, Toledo, OH 43623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-31 |
| OH | RA | APPROVED | 2017-02-27 |
Branch Locations
4149 North Holland-Sylvania Road Suite 1, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walen Financial Group | Toledo | OH | 09/2015 | Present |
| Walen Financial Group | Toledo | OH | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
Reach out to this advisor