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Tanner Michael Watson

Walter Keenan Wealth Management

South Bend, IN

CRD 6931335

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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:

Current Employers
Walter Keenan Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-05
  • IN RA
    APPROVED
    Since 2026-02-05

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
Kfg Wealth Management Llc Granger IN 06/2018 01/2026
Korhorn Financial Group, Inc Granger IN 06/2018 01/2026
Walter & Keenan Wealth Management, Llc South Bend IN 01/2026 Present
Taylor University Upland IN 08/2014 04/2018
Rsm Us Wealth Management Llc South Bend IN 06/2017 08/2017
  • 06/2018 → 01/2026
    Kfg Wealth Management Llc
    Granger, IN
  • 06/2018 → 01/2026
    Korhorn Financial Group, Inc
    Granger, IN
  • 01/2026 → Present
    Walter & Keenan Wealth Management, Llc
    South Bend, IN
  • 08/2014 → 04/2018
    Taylor University
    Upland, IN
  • 06/2017 → 08/2017
    Rsm Us Wealth Management Llc
    South Bend, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-18
  • S65 Uniform Investment Adviser Law Examination
    2018-10-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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