Andrew Lynch has been an investment adviser representative at Walter & Keenan Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners. Andrew Lynch holds an M.S. from the University of Notre Dame and a B.A. from the University of Notre Dame.
Walter & Keenan Wealth Management, LLC is a South Bend, IN firm with $983M under management, 158 clients and 5 advisers in one office, as of its March 2026 filing.
Andrew Lynch is Senior Wealth Advisor of Walter & Keenan Wealth Management. He has over 8 years of experience helping high-net-worth families and business owners manage their wealth. Before joining the firm, he spent eight years at a large national RIA and two years at a global consulting firm, where he assisted clients with risk management and pre-IPO readiness activities.
Andrew Lynch’s longest registration was 7 years at Choreo, LLC (2017–2024). Before joining Walter & Keenan Wealth Management in 2024, Andrew Lynch was registered through Choreo, LLC.
- – present · 2 yearsSouth Bend, IN · Adviser representative · Firm CRD 104838
- Choreo, LLC– · 7 yearsSouth Bend, IN · Adviser representative · Firm CRD 111221
Professional designations
Listed by Walter & Keenan Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrew Lynch is registered as an investment adviser representative in Indiana, since September 2024.
- IndianaSince 30 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Davies Lynch
- CRD
- 6749833
- Firm
- Walter & Keenan Wealth Management · CRD 104838
- Office
- 202 S. Michigan St., Suite 910, South Bend, IN 46601
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- walterandkeenan.com
Where does Andrew Lynch work?
Andrew Lynch is an investment adviser representative registered through Walter & Keenan Wealth Management, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Lynch a financial advisor?
Yes. Andrew Lynch has a current investment-adviser registration in Indiana, through Walter & Keenan Wealth Management since September 2024.
How many years of experience does Andrew Lynch have?
Andrew Lynch has 9 years in the financial industry, since March 2017, across 2 adviser firms.
What exams has Andrew Lynch passed?
Andrew Lynch passed the Series 65 in March 2017.
Where did Andrew Lynch work before Walter & Keenan Wealth Management?
Before Walter & Keenan Wealth Management, Andrew Lynch was registered through Choreo, LLC, March 2017 to September 2024.
Where is Andrew Lynch based?
Andrew Lynch’s registered office is in South Bend, IN.
Is Andrew Lynch registered with FINRA?
No. Andrew Lynch has no current broker registration.
Is Andrew Lynch a CFP?
Walter & Keenan Wealth Management lists Andrew Lynch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andrew Lynch’s record?
Search CRD 6749833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Lynch’s full registration record.
