First Command District Advisor - Pete Whelan

First Command District Advisor - Pete Whelan

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in Beavercreek, OH

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Financial Services Financial and Investment Services

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
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Wednesday:
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Thursday:
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Friday:
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Saturday:
Closed
Sunday:
Closed

Location

51 Plum Street, Ste 260
Beavercreek , OH 45440 United States
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About First Command District Advisor - Pete Whelan

Pete Whelan joined First Command Financial Services as a Financial Advisor in November 2005, following a 20-year career in the United States Air Force. There, he served in Europe, Asia and the Middle East as an F-15 Strike Eagle instructor pilot and attained the rank of Lieutenant Colonel.

Pete earned a Bachelor of Science degree in Chemistry from the United States Air Force Academy and a Master's degree in Business Administration (MBA) from East Carolina University. He holds Series 6, 63, 65 and 26 securities licenses plus state life health, long-term care and property and casualty insurance licenses in multiple states. He is a member of the Financial Planning Association.

As a First Command Financial Advisor, Pete is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

Married with a son and daughter, Pete is a member of the Knights of Columbus and Greenville Chamber of Commerce, and he is active in the Greenville March of Dimes. His interests include furniture making and bicycle riding.

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First Command District Advisor - Pete Whelan

Reviews

First Command District Advisor - Pete Whelan 937-429-4490
51 Plum Street, Ste 260
Beavercreek , OH 45440 United States
$
First Command District Advisor - Pete Whelan

Specialties

  • Comprehensive financial planning
  • Investment strategies
  • Retirement income planning
  • Education funding solutions
  • Asset allocation and management
  • Insurance solutions
  • Risk management

Business Details

Company name
First Command District Advisor - Pete Whelan
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
pawhelan@firstcommand.com

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First Command District Advisor - Pete Whelan

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