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Daniel William Wolfson

WALTER & KEENAN WEALTH MANAGEMENT, LLC·SOUTH BEND, Indiana
Clean recordWALTER & KEENAN WEALTH MANAGEMENT, LLC
202 S. MICHIGAN ST., SOUTH BEND, IN 46601CRD# 6189062Firm CRD# 104838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel William Wolfson · SOUTH BEND, IN
Registration
CRD #6189062 · WALTER & KEENAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel William Wolfson is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with WALTER & KEENAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WALTER & KEENAN WEALTH MANAGEMENT, LLC
WALTER KEENAN WEALTH MANAGEMENT
AUM
$767M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WALTER & KEENAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6189062
Firm CRD# 104838
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel William Wolfson offer?
Daniel William Wolfson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Daniel William Wolfson's credentials?
Daniel William Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel William Wolfson located?
Daniel William Wolfson is based in SOUTH BEND, Indiana, working with WALTER & KEENAN WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
How does Daniel William Wolfson charge for services?
Daniel William Wolfson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALTER & KEENAN WEALTH MANAGEMENT, LLC?
WALTER & KEENAN WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $767M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALTER & KEENAN WEALTH MANAGEMENT, LLC

James Arthur Sawdon
SOUTH BEND, IN
James F Keenan
SOUTH BEND, IN

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