Andrew D. Lynch

WALTER KEENAN WEALTH MANAGEMENT

South Bend, IN 46601

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CRD#: 6749833

Professional summary

Andrew Davies Lynch, CFP® is a registered financial advisor currently at WALTER KEENAN WEALTH MANAGEMENT located in South Bend, Indiana.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Davies Lynch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 30, 2024 - Present

WALTER KEENAN WEALTH MANAGEMENT

Office #1: 202 S. Michigan St. Suite 910, South Bend, IN 46601

RIA

CRD#: 104838

South Bend, IN

Past

March 17, 2017 - September 24, 2024

CHOREO, LLC

RIA

CRD#: 111221

SOUTH BEND, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALTER KEENAN WEALTH MANAGEMENT

WALTER & KEENAN FINANCIAL CONSULTING CO | WALTER KEENAN WEALTH MANAGEMENT | WALTER & KEENAN WEALTH MANAGEMENT, LLC | WALTER & KEENAN FINANICAL CONSULTING CO

CRD#: 104838 / SEC#: 801-22367

RIA

Registered Investment Advisory firm - (10/19/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(9/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2017

Uniform Investment Adviser Law Examination

Current Firm

WALTER KEENAN WEALTH MANAGEMENT

WALTER & KEENAN FINANCIAL CONSULTING CO | WALTER KEENAN WEALTH MANAGEMENT | WALTER & KEENAN WEALTH MANAGEMENT, LLC | WALTER & KEENAN FINANICAL CONSULTING CO

CRD#: 104838 / SEC#: 801-22367

RIA

Registered Investment Advisory firm - (10/19/1984 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(574) 287-5977

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC ADV PART2A (3/17/2025)

PART2B DAN WOLFSON (3/17/2025)

PART2B JAMES SAWDON (3/17/2025)

PART2B JAMES KEENAN (3/17/2025)

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	Cover Page	Report
08/27/2024	Cover Page	Report
10/12/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew D. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Davies Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALTER KEENAN WEALTH MANAGEMENT

CHOREO, LLC

Primary Firm SEC Registration

WALTER KEENAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2017

Current Firm

WALTER KEENAN WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WALTER KEENAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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