James Keenan, financial advisor South Bend IN

James Keenan

CRD Number: 4362185
Current Firm: Walter Keenan Wealth Management

James Keenan (CRD# 4362185) is an Investment Advisor Representative working at Walter Keenan Wealth Management in South Bend, IN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Walter & Keenan Wealth Management LLC South Bend, IN May 1985 - Current 38

James Keenan has no recent exams reported.
Contact Info for James F. Keenan
Phone Number: 574-287-5977
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    767
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $2,002,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IN, MI, TX

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