Daniel Wolfson has been Owner of Walter & Keenan Wealth Management since March 2023, is not listed as a control person, but directly owns between 25% and 50% of the firm. Daniel Wolfson holds a J.D. from Indiana University McKinney School of Law and a B.A. from Indiana 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.
Dan Wolfson is Partner of Walter & Keenan Wealth Management, which he joined in 2021. He previously worked for RSM US Wealth Management in South Bend and Elkhart, Indiana, where he served as a director in wealth management, and he has worked in high-net-worth wealth management and advisory services for more than a decade.
Daniel Wolfson’s longest registration was 7 years at RSM US Wealth Management LLC (2014–2021). Before joining Walter & Keenan Wealth Management in 2021, Daniel Wolfson was registered through RSM US Wealth Management LLC.
- – present · 5 yearsSouth Bend, IN · Adviser representative · Firm CRD 104838
- RSM US Wealth Management LLC– · 7 yearsElkhart, IN · Adviser representative · Firm CRD 111221
Investment adviser representative registrations
Daniel Wolfson is registered as an investment adviser representative in Indiana, since March 2021.
- IndianaSince 2 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel William Wolfson
- CRD
- 6189062
- Firm
- Walter & Keenan Wealth Management · CRD 104838
- Role
- Owner
- Office
- 202 S. MICHIGAN ST., SUITE 910, South Bend, IN 46601
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- walterandkeenan.com
Where does Daniel Wolfson work?
Daniel Wolfson has been Owner of Walter & Keenan Wealth Management, LLC since March 2023.
Is Daniel Wolfson a financial advisor?
Yes. Daniel Wolfson has a current investment-adviser registration in Indiana, through Walter & Keenan Wealth Management since March 2021.
How many years of experience does Daniel Wolfson have?
Daniel Wolfson has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Daniel Wolfson passed?
Daniel Wolfson passed the Series 65 in February 2014.
Where did Daniel Wolfson work before Walter & Keenan Wealth Management?
Before Walter & Keenan Wealth Management, Daniel Wolfson was registered through RSM US Wealth Management LLC, February 2014 to February 2021.
Where is Daniel Wolfson based?
Daniel Wolfson’s registered office is in South Bend, IN.
Is Daniel Wolfson registered with FINRA?
No. Daniel Wolfson has no current broker registration.
How can I verify Daniel Wolfson’s record?
Search CRD 6189062 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Wolfson’s full registration record.
