From the June 2009 issue of Investment Advisor • Subscribe!

About the Planner

Bob Whalen


Brewer Financial Services Group

200 South Michigan Avenue

Chicago, Illinois 60604

Phone: 312-896-3930


Web site:

Year firm founded: 2001 (B/D launched in 2005)

Number of advisors in firm: 81

Number of regional offices: 15

AUM: $1 billion (est.)

Core investments offered: mutual funds; SMAs; limited partnerships; annuities; 401(k) plans

Alternative investments offered: private equity; commodities; managed futures; hedge funds; foreign exchange; structured products/notes; fixed-income products

Insurance offered: P&C; life settlements; captive insurance

Previous incarnations: started as financial advisor with American Express in 1991, left as group VP, Ameriprise Financial Services in 2007

Education: BA in Management and Finance, Merrimack College; executive management program at Harvard University, 2000

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