Carl P. Whaley,  CFP<sup>&reg;</sup> - Financial Advisor

Carl P. Whaley, CFP®

Wells Fargo Bank

MAC N9305-530, 90 S 7th St
Minneapolis, MN
(612) 316-2714

General

Carl Whaley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Bank in Minneapolis, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Retirement, Personal Taxes

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Helpful Financial Planning Resources