Best Investors Account Sign in
Inactive

Andrew Davies Lynch

Walter Keenan Wealth Management

South Bend, IN

Claim This Profile
Current Employers
Walter Keenan Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-30
  • IN RA
    APPROVED
    Since 2024-09-30

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 South Bend IN 10/2016 09/2024
Protiviti, Inc Chicago IL 07/2014 10/2016
Walter Keenan Wealth Management, Llc South Bend IN 09/2024 Present
  • 10/2016 → 09/2024
    Rsm Us Wealth Management Llc
    South Bend, IN
  • 07/2014 → 10/2016
    Protiviti, Inc
    Chicago, IL
  • 09/2024 → Present
    Walter Keenan Wealth Management, Llc
    South Bend, IN
Previous Registrations
  • 2017-03-17 → 2024-09-24
    Choreo, Llc
    South Bend, IN
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-17
  • S65 Uniform Investment Adviser Law Examination
    2017-03-17
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
GOLDEN YEARS FINANCIAL ADVISORS, INC.
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
EQUITABLE ADVISORS, LLC
MWA FINANCIAL SERVICES INC.
KINGDOM FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

BRIAN SCOTT JACKSON
Jonathan Edward Kintner
Billie Jean Treber
KEVIN SCOTT ANTHONY
Michael Ryan Anthony
Shawn Michael Stevens
Tyler D. Glynn
Sunu George Thomas

Other Offices

LPL FINANCIAL LLC · SOUTH BEND, IN
EDWARD JONES · SOUTH BEND, IN
LPL FINANCIAL LLC · SOUTH BEND, IN
GOLDEN YEARS FINANCIAL ADVISORS, INC. · SOUTH BEND, IN
EDWARD JONES · SOUTH BEND, IN
EDWARD JONES · SOUTH BEND, IN
CREATIVE FINANCIAL PLANNING ADVISORS, INC. · SOUTH BEND, IN
EDWARD JONES · MISHAWAKA, IN

More in South Bend, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor