For purposes of this discussion, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Please contact Wholehan Wealth at (419)517-7575 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Wholehan Wealth does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website.