Brad Whelan
Regional Sales Manager at Empower
Based in Providence County, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Providence County
Industry
Financial Services
Company size
14K
Contact information
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b•••••••@empower.com
Phone
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Background
About Brad Whelan
As a retirement plan sales professional for Empower, I work closely with financial professionals and plan sponsors to provide strategic solutions to our clients, including fiduciary guidance, investment due diligence, retirement plan design consulting, IRS/DOL/ERISA compliance and participant education. Together, our team of sales and service consultants are responsible for managing numerous local client relationships, which includes: • 401(k) • 403(b) • 457 Plans • HSAs You’re welcome to contact me at Brad.Whelan@empower.com and thank you for visiting my LinkedIn page. Brad Whelan is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. CRPC® is an education designation only, obtained by the holder by completing the requisite coursework. This designation does not mean the holder is acting in a fiduciary capacity. Registered Representative of Empower Financial Services, Inc.(EFSI), Member FINRA/SIPC and Investment Adviser Representative of Empower Advisory Group, LLC, an affiliate of EFSI.
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