First Command District Advisor - Pete Whelan
51 Plum Street, Beavercreek, Ohio 45440
(937) 429-4490 Ste 260
First Command District Advisor - Pete Whelan Business Information
- Name:
- First Command District Advisor - Pete Whelan
- Address:
- 51 Plum Street
Ste 260 - City:
- Beavercreek
- State:
- Ohio, US
- Zip Code:
- 45440
- Telephone:
- (937) 429-4490
- Fax:
- (937) 429-0781
- Website URL:
- click here
- Facebook:
- https://www.facebook.com/110067001978786
- Twitter:
- @FirstCommand
- Categories:
- Financial Advisory Services
Financial Planning Consultants - Hours:
- M Closed, Tu-F 8am-5pm, Sa-Su Closed
- Services:
n/a - Products:
n/a - Brands:
n/a - Specialties:
- Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions, Asset allocation and management, Insurance solutions, Risk management
- Coordinates:
- 39.694470, -84.101670
- Accepted Payment:
- Contact:
- [email protected]
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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