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Inactive

Daniel William Wolfson

Walter Keenan Wealth Management

South Bend, IN

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Current Employers
Walter Keenan Wealth Management

202 S. Michigan St. Suite 910, South Bend, IN 46601 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-03-02
  • IN RA
    APPROVED
    Since 2021-03-02

Branch Locations

202 S. Michigan St. Suite 910, South Bend, IN 46601 • 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
Rsm Us Wealth Management Llc Elkhart IN 04/2013 02/2021
Walter & Keenan Wealth Management, Llc South Bend IN 02/2021 10/2024
Walter & Keenan Wealth Management, Llc South Bend IN 10/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-04
  • S65 Uniform Investment Adviser Law Examination
    2014-02-04
Other Names
  • Dan Wolfson

View on SEC IAPD

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