Tanner M. Watson

WALTER KEENAN WEALTH MANAGEMENT

South Bend, IN 46601

Some features on this profile are disabled

CRD#: 6931335

Professional summary

Tanner Michael Watson is a registered financial advisor currently at WALTER KEENAN WEALTH MANAGEMENT located in South Bend, Indiana.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tanner has worked at 2 firms and has passed the Series 65, Series 7 and SIE exams.

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 Tanner Michael Watson'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®

None

Experience

Current

February 5, 2026 - Present

WALTER KEENAN WEALTH MANAGEMENT

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

RIA

CRD#: 104838

South Bend, IN

Past

January 10, 2022 - January 27, 2026

KORHORN FINANCIAL GROUP

RIA

CRD#: 128606

GRANGER, IN

Past

October 18, 2018 - December 31, 2021

KORHORN FINANCIAL GROUP

RIA

CRD#: 128606

GRANGER, 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
(2/5/2026)

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: 10/18/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/30/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/30/2018

Securities Industry Essentials 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Jacob Kersey

CHOREO, LLC

IAR

Mishawaka, IN

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tanner M. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Michael Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALTER KEENAN WEALTH MANAGEMENT

KORHORN FINANCIAL GROUP

KORHORN FINANCIAL GROUP

Primary Firm SEC Registration

WALTER KEENAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2018

Series 7

Date: 5/30/2018

SIE

Date: 5/30/2018

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

Similar Advisors