Michael D. Manjarrez

WHELAN FINANCIAL

Fresno, CA 93711-5780

Some features on this profile are disabled

CRD#: 6105145

Professional summary

Michael David Manjarrez, CFP® is a registered financial advisor currently at WHELAN FINANCIAL located in Fresno, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Manjarrez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

February 19, 2021 - Present

WHELAN FINANCIAL

Office #1: 7700 North Palm Ave. #201, Fresno, CA 93711-5780

RIA

CRD#: 107227

Fresno, CA

Past

April 10, 2019 - February 13, 2021

BOLT WEALTH MANAGEMENT LLC

RIA

CRD#: 288717

Fresno, CA

Past

October 1, 2012 - June 12, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

FRESNO, CA

Past

September 18, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FRESNO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WHELAN FINANCIAL

WHELAN FINANCIAL | WHELAN VINCENT JOSEPH

CRD#: 107227 / SEC#: 801-40071

RIA

Registered Investment Advisory firm - (10/28/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/19/2021)

IAR

Texas
(4/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/17/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WHELAN FINANCIAL

WHELAN FINANCIAL | WHELAN VINCENT JOSEPH

CRD#: 107227 / SEC#: 801-40071

RIA

Registered Investment Advisory firm - (10/28/1991 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7700 North Palm Ave. #201, Fresno, CA 93711-5780

Mailing Address

Phone number

(559) 228-8002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/26/2025)

ADV SUPPLEMENTAL: VINCENT J. WHELAN, CFP(R) (3/26/2025)

ADV SUPPLEMENTAL: PORTIA L. WHITE, CFP(R) (3/26/2025)

ADV SUPPLEMENTAL: MICHAEL J. RYAN,V, CFP(R) (3/26/2025)

ADV SUPPLEMENTAL: TAYLOR J. WHELAN CFP(R) (3/26/2025)

ADV SUPPLEMENTAL: MICHAEL D. MANJARREZ (3/26/2025)

ADV SUPPLEMENTAL: LORI N. ONG, CFP(R) (3/26/2025)

ADV SUPPLEMENTAL: STEPHEN C. DETWEILER CFP(R) (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,581
AUM (Assets Under Management)	$ 674,632,385

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Tammy Williams

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Zhenyang Zhu

PEAK6 CAPITAL MANAGEMENT LLC

CHICAGO, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael D. Manjarrez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Manjarrez's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHELAN FINANCIAL

BOLT WEALTH MANAGEMENT LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

WHELAN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2019

Series 63

Date: 9/25/2012

Series 6

Date: 9/17/2012

Current Firm

WHELAN FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHELAN FINANCIAL

TRUST BUT VERIFY

Similar Advisors