DM
Daniel W. Mckeeman
WEALTH ADVISORS GROUP
FORT WAYNE, IN 46845
CRD#: 8275494
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DM
Daniel William MckeemanWEALTH ADVISORS GROUP
Professional summary
Daniel William Mckeeman is a registered financial advisor currently at WEALTH ADVISORS GROUP located in Fort Wayne, Indiana.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Daniel has worked at 1 firm .
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Mckeeman's 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®
NoneExperience
Current
June 1, 2026 - Present
WEALTH ADVISORS GROUP
Office #1: 12726 Coldwater Road, Fort Wayne, IN 46845RIA
CRD#: 122050
FORT WAYNE, 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".
WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP
CRD#: 122050 / SEC#: 801-69787
RIA
Registered Investment Advisory firm - (1/2/2009 Approved)Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)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(6/1/2026)
Exams
Current Firm
WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP
CRD#: 122050 / SEC#: 801-69787
RIA
Registered Investment Advisory firm - (1/2/2009 Approved)Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)Loading...
Contact information
Main Address
12726 Coldwater Road, Fort Wayne, IN 46845
Mailing Address
Phone number
(260) 619-3100
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,848 |
| AUM (Assets Under Management) | $ 1,127,499,798 |
Red Flags
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