Bryant Voeson has been an investment adviser representative at Walter & Keenan Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners. Bryant Voeson holds a Bachelor of Science in Finance from Ball State University.
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.
Bryant Voeson is Associate Advisor of Walter & Keenan Wealth Management. His responsibilities include the development of comprehensive financial plans, cultivation of client relationships, oversight of portfolio performance and research on client matters. Before joining the firm, he served as an Operations Trading Associate at Johnson Investment Counsel in Cincinnati, OH.
- – present · 2 yearsSouth Bend, IN · Adviser representative · Firm CRD 104838
Investment adviser representative registrations
Bryant Voeson is registered as an investment adviser representative in Indiana, since April 2024.
- IndianaSince 8 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bryant William Voeson
- CRD
- 7889268
- Firm
- Walter & Keenan Wealth Management · CRD 104838
- Office
- 202 S. Michigan, Suite 910, South Bend, IN 46601
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- walterandkeenan.com
Where does Bryant Voeson work?
Bryant Voeson is an investment adviser representative registered through Walter & Keenan Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bryant Voeson a financial advisor?
Yes. Bryant Voeson has a current investment-adviser registration in Indiana, through Walter & Keenan Wealth Management since April 2024.
How many years of experience does Bryant Voeson have?
Bryant Voeson has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Bryant Voeson passed?
Bryant Voeson passed the Series 65 in April 2024.
Where is Bryant Voeson based?
Bryant Voeson’s registered office is in South Bend, IN.
Is Bryant Voeson registered with FINRA?
No. Bryant Voeson has no current broker registration.
How can I verify Bryant Voeson’s record?
Search CRD 7889268 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryant Voeson’s full registration record.
