Daniel William Wolfson

Employer firm

Walter Keenan Wealth Management CRD 104838

$983M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 02/2021
  Rsm Us Wealth Management Llc
  Elkhart, IN
• 02/2021 → 10/2024
  Walter & Keenan Wealth Management, Llc
  South Bend, IN
• 10/2024 → Present
  Walter & Keenan Wealth Management, Llc
  South Bend, IN

Previous Registrations

• 2014-02-04 → 2021-02-18
  Choreo, Llc
  Elkhart, IN
  Rockford, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-04

Other Names

• Dan Wolfson