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William James Whitcher

Keenan Financial

Boston, MA

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Current Employers
Keenan Financial

7 Bulfinch Place Suite 302, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-13
  • MA RA
    APPROVED
    Since 2025-11-13

Branch Locations

7 Bulfinch Place Suite 302, Boston, MA 02114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keenan Financial Boston MA 10/2025 Present
Sagamore Hampton Golf Club North Hampton NH 05/2025 08/2025
Solution Health Manchester NH 05/2024 08/2024
University Of Utah Salt Lake City UT 08/2021 04/2025
Hoertdoerfer Dentistry Manchester NH 05/2023 08/2023
Hoertdoerfer Dentistry Manchester NH 05/2022 08/2022
Exeter High School Exeter NH 08/2018 06/2021
Cooperative Middle School Stratham NH 08/2016 06/2018
Target Greeland NH 09/2020 04/2021
Cr's The Restaurant North Hampton NH 07/2019 02/2020
Keenan Financial Insurance Agency Services Llc Boston MA 10/2025 Present
  • 10/2025 → Present
    Boston, MA
  • 05/2025 → 08/2025
    Sagamore Hampton Golf Club
    North Hampton, NH
  • 05/2024 → 08/2024
    Solution Health
    Manchester, NH
  • 08/2021 → 04/2025
    University Of Utah
    Salt Lake City, UT
  • 05/2023 → 08/2023
    Hoertdoerfer Dentistry
    Manchester, NH
  • 05/2022 → 08/2022
    Hoertdoerfer Dentistry
    Manchester, NH
  • 08/2018 → 06/2021
    Exeter High School
    Exeter, NH
  • 08/2016 → 06/2018
    Cooperative Middle School
    Stratham, NH
  • 09/2020 → 04/2021
    Target
    Greeland, NH
  • 07/2019 → 02/2020
    Cr's The Restaurant
    North Hampton, NH
  • 10/2025 → Present
    Keenan Financial Insurance Agency Services Llc
    Boston, MA
Other Businesses

The principal business of William Whitcher is that of an investment adviser representative and provider of financial planning services. William Whitcher is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. William Whitcher spends approximately five hours per month on this activity, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • William Whitcher

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