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Joshua B Whelan

Lion Street Advisors, LLC

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About Joshua B Whelan

Joshua Whelan is a financial advisor with Lion Street Advisors, LLC. Joshua has been a financial advisor for over 12 years, having started his career at Hornor, Townsend & Kent, Inc. Joshua holds a Series 66 and Series 7 license and the SIE examination. Joshua provides a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisers. Joshua also provides insurance sales for Alterra Advisors.

Firm Information

Joshua Whelan is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Whelan’s Registration & Firm History

WA

06/18/2018 - Present

Lion Street Advisors, LLC (Bellevue WA)

WA

06/22/2006 - 06/22/2018

HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 06/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua B Whelan.
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