PPrivate Fund Data Log in Join · $37/mo

James F Keenan

President And Chief Compliance OfficerWalter & Keenan Wealth Management, LLCCRD 4362185

About James F Keenan

James F Keenan is listed as President And Chief Compliance Officer at Walter & Keenan Wealth Management, LLC in South Bend, IN. Form ADV reports a beneficial ownership band of Under 5%. James F Keenan is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Walter & Keenan Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James F Keenan work?

James F Keenan is listed as President And Chief Compliance Officer at Walter & Keenan Wealth Management, LLC on SEC Form ADV.

How much of Walter & Keenan Wealth Management, LLC does James F Keenan own?

Form ADV reports a beneficial ownership band of Under 5%.

Walter & Keenan Wealth Management, LLC

TitlePresident And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2000
View Walter & Keenan Wealth Management, LLC →

Walter & Keenan Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personNo
Since2000
View Walter & Keenan Wealth Management, LLC →