William B Whalen, CLU®, ChFC®, CASL®

Financial Representative


Before William Whalen can speak intelligently about the products and services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Bill.

Review the experiences and accomplishments of William Whalen.

I have received the professional designation of Chartered Life Underwriter from the American College.

Associations and Memberships

*National Association of Insurance and Financial
*Dayton Association of Insurance and Financial
Advisors--President (2003-2004)
*The Society of Financial Service Professionals
*Miami Valley Estate Planning Counsel

Years of Experience

Representing Northwestern Mutual since 1987.


Degree Major Institution
Bachelor of Arts Business Hillsdale College

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck