Daniel W. Wolfson
Professional summary
Daniel William Wolfson, who also goes by Dan Wolfson, is a registered financial advisor currently at WALTER KEENAN WEALTH MANAGEMENT located in South Bend, Indiana.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Wolfson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2021 - Present
WALTER KEENAN WEALTH MANAGEMENT
Office #1: 202 S. Michigan St. Suite 910, South Bend, IN 46601February 4, 2014 - February 18, 2021
CHOREO, LLC
Primary Firm SEC Registration
WALTER KEENAN WEALTH MANAGEMENT
CRD#: 104838 / SEC#: 801-22367
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/2021)
Current Firm
WALTER KEENAN WEALTH MANAGEMENT
CRD#: 104838 / SEC#: 801-22367
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 418 |
| AUM (Assets Under Management) | $ 844,608,778 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/21/2025 | ||
| 08/27/2024 | ||
| 10/12/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
WALTER KEENAN WEALTH MANAGEMENT
CRD#: 104838South Bend, IN 46601TRUST BUT VERIFY
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