Sam Whelan, Cfp®

Sam Whelan, Cfp® Email and Phone Number

Financial Advisor at Flynn Wealth Partners @ Flynn Wealth Partners
east lansing, michigan, united states
Sam Whelan, Cfp®'s Location
East Lansing, Michigan, United States, United States
Sam Whelan, Cfp®'s Contact Details

Sam Whelan, Cfp® work email

Sam Whelan, Cfp® personal email

n/a
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.

Sam Whelan, Cfp®'s Current Company Details
Flynn Wealth Partners

Flynn Wealth Partners

View
Financial Advisor at Flynn Wealth Partners
east lansing, michigan, united states
Employees:
3
Sam Whelan, Cfp® Work Experience Details
  • Flynn Wealth Partners
    Financial Advisor
    Flynn Wealth Partners Aug 2024 - Present
    East Lansing, Michigan, United States
  • Flynn Wealth Partners
    Financial Planning Analyst
    Flynn Wealth Partners Jun 2022 - Aug 2024
    East Lansing, Michigan, United States
    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.
  • Auto-Owners Insurance
    Underwriting Analyst
    Auto-Owners Insurance Mar 2018 - Apr 2022
    Lansing, Michigan, United States
    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.

Sam Whelan, Cfp® Education Details

Frequently Asked Questions about Sam Whelan, Cfp®

What company does Sam Whelan, Cfp® work for?

Sam Whelan, Cfp® works for Flynn Wealth Partners

What is Sam Whelan, Cfp®'s role at the current company?

Sam Whelan, Cfp®'s current role is Financial Advisor at Flynn Wealth Partners.

What is Sam Whelan, Cfp®'s email address?

Sam Whelan, Cfp®'s email address is sw****@****nwp.com

What schools did Sam Whelan, Cfp® attend?

Sam Whelan, Cfp® attended Ferris State University, East Lansing High School.

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