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WALTER KEENAN WEALTH MANAGEMENT

SOUTH BEND, IN · CRD 104838 · IAPD ↗ · walterandkeenan.com · 574-287-5977

$983.3MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — WALTER KEENAN WEALTH MANAGEMENT notice-filed in GA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — WALTER KEENAN WEALTH MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.