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Vanessa Medina

Whalen Financial

Las Vegas, NV

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Current Employers
Whalen Financial

7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-06-08
  • NV RA
    APPROVED
    Since 2025-06-08

Branch Locations

7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113 • 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
Student Fullerton CA 01/2015 11/2017
Orange County's Credit Union Santa Ana CA 11/2017 09/2019
Arista Wealth Management Las Vegas NV 09/2019 07/2020
Unemployed Las Vegas NV 07/2020 12/2020
Cornerstone Wealth Management Henderson NV 12/2020 07/2024
Whalen Financial Las Vegas NV 07/2024 Present
Whalen Wealth Management Inc. Las Vegas NV 07/2024 Present
  • 01/2015 → 11/2017
    Student
    Fullerton, CA
  • 11/2017 → 09/2019
    Orange County's Credit Union
    Santa Ana, CA
  • 09/2019 → 07/2020
    Arista Wealth Management
    Las Vegas, NV
  • 07/2020 → 12/2020
    Unemployed
    Las Vegas, NV
  • 12/2020 → 07/2024
    Cornerstone Wealth Management
    Henderson, NV
  • 07/2024 → Present
    Whalen Financial
    Las Vegas, NV
  • 07/2024 → Present
    Whalen Wealth Management Inc.
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-31
  • S65 Uniform Investment Adviser Law Examination
    2025-05-31

View on SEC IAPD

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Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

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