Financial advisers in South Bend, Indiana
8 profiles with reported offices in South Bend, Indiana. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Eric KoselakManaging Member/Chief Compliance OfficerKestrel Wealth ManagementCRD 2439448
James KeenanPresident and Chief Compliance OfficerWalter & Keenan Wealth ManagementCRD 4362185
Daniel WolfsonOwnerWalter & Keenan Wealth ManagementCRD 6189062
Andrew LynchInvestment adviser representativeWalter & Keenan Wealth ManagementCRD 6749833
Tanner WatsonInvestment adviser representativeWalter & Keenan Wealth ManagementCRD 6931335
James SawdonOwnerWalter & Keenan Wealth ManagementCRD 7130997
Bryant VoesonInvestment adviser representativeWalter & Keenan Wealth ManagementCRD 7889268- Ryan KoselakInvestment adviser representativeKestrel Wealth ManagementCRD 7970758
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.