Financial Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Sam Whelan, Cfp® Email & Phone Number
Financial Advisor
at
Flynn Wealth Partners
1 work email found
@flynnwp.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
East Lansing, Michigan, United States
Company size
Who is Sam Whelan, Cfp®? Overview
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Quick answer
Sam Whelan, Cfp® is listed as Financial Advisor at Flynn Wealth Partners, a with 3 employees, based in East Lansing, Michigan, United States. AeroLeads shows a work email signal at flynnwp.com and a matched LinkedIn profile for Sam Whelan, Cfp®.
Sam Whelan, Cfp® previously worked as Financial Planning Analyst at Flynn Wealth Partners and Underwriting Analyst at Auto-Owners Insurance. Sam Whelan, Cfp® holds Bachelor Of Science - Bs, Criminal Justice from Ferris State University.
Company email context
Email format at Flynn Wealth Partners
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*@flynnwp.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sam Whelan, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sam Whelan, Cfp®
I joined the team at Flynn Wealth Partners in April 2022. Prior to joining the team I was with Auto-Owners Insurance as an Underwriting Analyst. I am a Certified Financial Planner (CFP) who aims to continuously expand my knowledge and skills to ensure the highest level of expertise in delivering financial guidance.
Current workplace
Sam Whelan, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Sam Whelan, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Analyst
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Flynn Wealth Partners are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Jun 2022 - Aug 2024
Underwriting Analyst
Underwrite, submit, approve or pend coverage amounts and premiums, and present decisions to management. Monitor existing policies for compliance with company guidelines. Manage underwriting territory and select new business based on analysis of their profitability.
Mar 2018 - Apr 2022
2 education records
Sam Whelan, Cfp® education
Bachelor Of Science - Bs, Criminal Justice
Education record
FAQ
Frequently asked questions about Sam Whelan, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sam Whelan, Cfp® work for?
Sam Whelan, Cfp® works for Flynn Wealth Partners.
What is Sam Whelan, Cfp®'s role at Flynn Wealth Partners?
Sam Whelan, Cfp® is listed as Financial Advisor at Flynn Wealth Partners.
What is Sam Whelan, Cfp®'s email address?
AeroLeads has found 1 work email signal at @flynnwp.com for Sam Whelan, Cfp® at Flynn Wealth Partners.
Where is Sam Whelan, Cfp® based?
Sam Whelan, Cfp® is based in East Lansing, Michigan, United States while working with Flynn Wealth Partners.
What companies has Sam Whelan, Cfp® worked for?
Sam Whelan, Cfp® has worked for Flynn Wealth Partners and Auto-Owners Insurance.
How can I contact Sam Whelan, Cfp®?
You can use AeroLeads to view verified contact signals for Sam Whelan, Cfp® at Flynn Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Sam Whelan, Cfp® attend?
Sam Whelan, Cfp® holds Bachelor Of Science - Bs, Criminal Justice from Ferris State University.
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