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James F Keenan

WALTER & KEENAN WEALTH MANAGEMENT, LLC·SOUTH BEND, Indiana
Clean record27 years registeredWALTER & KEENAN WEALTH MANAGEMENT, LLC
202 S. MICHIGAN ST., SOUTH BEND, IN 46601CRD# 4362185Firm CRD# 104838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James F Keenan · SOUTH BEND, IN
Registration
CRD #4362185 · WALTER & KEENAN WEALTH MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

WALTER KEENAN WEALTH MANAGEMENT
Jun 1999 – present
02

Registrations & Exams

Registration record
First registered · June 23, 1999
Years registered · 27
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 →
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05

Frequently Asked Questions

What services does James F Keenan offer?
James F Keenan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.
What are James F Keenan's credentials?
James F Keenan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James F Keenan located?
James F Keenan 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 James F Keenan charge for services?
James F Keenan'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

Daniel William Wolfson
SOUTH BEND, IN
James Arthur Sawdon
SOUTH BEND, IN

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