Tanner Watson has been an investment adviser representative at Walter & Keenan Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Tanner Watson holds a BA from Taylor 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.
Tanner Watson is Wealth Advisor of Walter & Keenan Wealth Management. He has seven years of advisory experience. Before joining the firm, he spent seven years at Korhorn Financial Group, a local Registered Investment Advisor, where he worked with families and professionals on comprehensive financial planning and investment management. His areas of focus include financial planning, investment management and tax-aware planning.
Tanner Watson’s longest registration was 4 years at Korhorn Financial Group (2022–2026). Before joining Walter & Keenan Wealth Management in 2026, Tanner Watson was registered through Korhorn Financial Group and KFG Wealth Management, LLC.
- – present · under a yearSouth Bend, IN · Adviser representative · Firm CRD 104838
- Korhorn Financial Group– · 4 yearsGranger, IN · Adviser representative · Firm CRD 128606
- KFG Wealth Management, LLC– · 3 yearsGranger, IN · Adviser representative · Firm CRD 128606
Professional designations
Listed by Walter & Keenan Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tanner Watson is registered as an investment adviser representative in Indiana, since February 2026.
- IndianaSince 5 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2018 |
| Series 7 | General Securities Representative Examination | 30 May 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tanner Michael Watson
- CRD
- 6931335
- 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
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- walterandkeenan.com
Where does Tanner Watson work?
Tanner Watson is an investment adviser representative registered through Walter & Keenan Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tanner Watson a financial advisor?
Yes. Tanner Watson has a current investment-adviser registration in Indiana, through Walter & Keenan Wealth Management since February 2026.
How many years of experience does Tanner Watson have?
Tanner Watson has 7 years in the financial industry, since November 2018, across 2 adviser firms.
What exams has Tanner Watson passed?
Tanner Watson has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in May 2018. FINRA credited Tanner Watson with the SIE, which began in October 2018.
Where did Tanner Watson work before Walter & Keenan Wealth Management?
Before Walter & Keenan Wealth Management, Tanner Watson was registered through Korhorn Financial Group, January 2022 to January 2026; KFG Wealth Management, LLC, October 2018 to December 2021.
Where is Tanner Watson based?
Tanner Watson’s registered office is in South Bend, IN.
Is Tanner Watson registered with FINRA?
No. Tanner Watson has no current broker registration.
Is Tanner Watson a CFP?
Walter & Keenan Wealth Management lists Tanner Watson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tanner Watson’s record?
Search CRD 6931335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Watson’s full registration record.
