AdvisorOS Directory
Claim Profile
Unclaimed Profile
DW

Daniel William Wolfson

WALTER & KEENAN WEALTH MANAGEMENT, LLC·SOUTH BEND, Indiana
Series 65Clean record12 years registeredWALTER & 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

WALTER KEENAN WEALTH MANAGEMENT
Mar 2021 – present
RSM US WEALTH MANAGEMENT LLC
Feb 2014 – Feb 2021
ELKHART, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 4, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALTER & KEENAN WEALTH MANAGEMENT, LLC
CRD 104838 · SEC 801-22367
AUM
$767M
Regulatory assets under management
Employees
4
383 client accounts
Services offered by WALTER & KEENAN WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WALTER & KEENAN WEALTH MANAGEMENT, LLC →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTH BEND?

Browse all registered financial advisors in SOUTH BEND, Indiana or claim this profile if it's yours.

Browse SOUTH BEND AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WALTER & KEENAN WEALTH MANAGEMENT, LLC

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

More Advisors in SOUTH BEND, Indiana

William Christopher Strafford
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, IN
CFP
Steve L Cardinal
CERES PARTNERS, LLC·SOUTH BEND, IN
Richard Marshall Mock
PENNFIELD CAPITAL CORP·SOUTH BEND, IN
Albert James Brasseur
HARBOR SPRINGS FINANCIAL MANAGEMENT LLC·SOUTH BEND, IN
Eric Frank Koselak
KESTREL WEALTH MANAGEMENT, LLC·SOUTH BEND, IN
Noreen Anjum Kazi
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)KOKOMO (17)AUBURN (16)WINONA LAKE (14)FISHERS (14)COLUMBUS (12)BLOOMINGTON (10)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideKOKOMO Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile