Tyler A Dolan
Investment adviser representative at Keenan Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$202.5MFirm assets
Are you Tyler A Dolan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Keenan Financial Insurance Agency Services LLCNov 2019 to now
- Keenan FinancialDec 2018 to now
- Massachusetts Mutual Life Insurance CompanyApr 2016 to Dec 2018
- Society of Grownups, LLCApr 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Keenan Financial
Legal name: Keenan, LLC
$202.5MAssets managed
751Clients
21Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5672203
- Firm CRD
- 285673