Walter Keenan Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 104838
- SEC number
- 801-22367
- Firm type
- RIA
- Assets under management
- $983.3M as of Mar 27, 2026
- Website
- www.walterandkeenan.com ↗
- Phone
- 574-287-5977
- Address
- 202 S. Michigan St., South Bend, IN, 46601
Advisors at this firm
6 in our index · page 1 of 1
-
James F KeenanCRD 4362185 · South Bend, INIA Registered
-
Andrew Davies LynchCRD 6749833 · South Bend, INIA Registered
-
James Arthur SawdonCRD 7130997 · South Bend, INIA Registered
-
Bryant William VoesonCRD 7889268 · South Bend, INIA Registered
-
Daniel William WolfsonCRD 6189062 · South Bend, INIA Registered
-
Tanner Michael WatsonCRD 6931335 · South Bend, INIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 104838 ↗
FINRA BrokerCheck record for firm CRD 104838 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.