William James Whitcher
Investment adviser representative at Keenan Financial
10 yearsExperience
1 stateRegistered in
$202.5MFirm assets
2 yearsFirm in business
Are you William James Whitcher? 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 FinancialOct 2025 to now
- Keenan Financial Insurance Agency Services LLCOct 2025 to now
- Sagamore Hampton Golf ClubMay 2025 to Aug 2025
- Solution HealthMay 2024 to Aug 2024
- Hoertdoerfer DentistryMay 2023 to Aug 2023
- Hoertdoerfer DentistryMay 2022 to Aug 2022
- University of UtahAug 2021 to Apr 2025
- TargetSep 2020 to Apr 2021
- Cr's the RestaurantJul 2019 to Feb 2020
- Exeter High SchoolAug 2018 to Jun 2021
- Cooperative Middle SchoolAug 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8182234
- Firm CRD
- 285673