# Walen Financial Group, LLC

> Walen Financial Group, LLC is a state-registered investment advisory firm in Toledo, OH, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated February 5, 2026.

- CRD: 140721
- Filed as: WALEN FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Toledo, OH
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140721
- AdvisorCensus page: https://advisorcensus.com/firm/walen-financial-group-llc-toledo-oh-140721

## Quick answers

**How is Walen Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walen Financial Group, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Walen Financial Group, LLC located?**
Walen Financial Group, LLC's principal office is in Toledo, OH, according to its Form ADV.

**Is Walen Financial Group, LLC registered with the SEC or a state?**
Walen Financial Group, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140721.

**Does Walen Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140721

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Not reported | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walen Financial Group, LLC (CRD 140721): Form ADV filing data as of October 2026.