Daniel William Wolfson
Investment adviser representative at Walter Keenan Wealth Management
13 yearsExperience
1 stateRegistered in
$983.3MFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Walter Keenan Wealth ManagementMar 2021 to now
- Walter & Keenan Wealth Management, LLCFeb 2021 to now
- Rsm US Wealth Management LLCApr 2013 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Walter Keenan Wealth Management
Legal name: Walter & Keenan Wealth Management, LLC
$983.3MAssets managed
158Clients
6Advisers
41 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
- 6189062
- Firm CRD
- 104838