Walter Keenan Wealth Management

Walter Keenan Wealth Management (CRD# 104838) is a financial advisory firm headquartered in South Bend, IN. They manage $767,071,979 in 383 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
202 S. Michigan St., Suite 910, South Bend, IN 46601
http://www.walterandkeenan.com
By the Numbers
  • Total Assets Under Management
    767
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, IN, MI, TX

Financial Advisors at Walter Keenan Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Charles Crabill, financial advisor South Bend IN
Charles M. Crabill
CRD#: 1612437
211 West Washington Ave, Suite 2400, South Bend, IN 46601

Charles Crabill (CRD# 1612437) is an Investment Advisor Representative working at Walter Keenan Wealth Management in South Bend, IN and has over 26 years of experience in the finance industry.

2
James Keenan, financial advisor South Bend IN
James F. Keenan
CRD#: 4362185
202 S. Michigan St., Suite 910, South Bend, IN 46601

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.

3
Daniel Wolfson, financial advisor South Bend IN
Daniel W. Wolfson
CRD#: 6189062
202 S. Michigan St., Suite 910, South Bend, IN 46601

Daniel Wolfson (CRD# 6189062) is an Investment Advisor Representative working at Walter Keenan Wealth Management in South Bend, IN and has over 10 years of experience in the finance industry.

4
James Sawdon, financial advisor South Bend IN
James A. Sawdon
CRD#: 7130997
202 S. Michigan St., Suite 910, South Bend, IN 46601

James Sawdon (CRD# 7130997) is an Investment Advisor Representative working at Walter Keenan Wealth Management in South Bend, IN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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