WALEN FINANCIAL GROUP, LLC

WALEN FINANCIAL GROUP, LLC of TOLEDO, OH is an SEC-registered investment adviser (CRD 140721).

Registration

• CRD: 140721
• Type: Registered investment adviser
• Location: 4149 NORTH HOLLAND-SYLVANIA ROAD, TOLEDO, OH, 43623
• Phone: 419-885-2599
• Latest filing: 2026-02-05
• Clients: 2

Business model

Compensation: Other.

Clients served: Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140721 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search