# Walter Keenan Wealth Management
Source: https://planprovider.pro/provider/walter-keenan-wealth-management

> Investment management and financial planning are the core of Walter Keenan Wealth Management, an independent, SEC-registered investment adviser that also wor…

Retirement Plan Advisor

South Bend, IN

## About Walter Keenan Wealth Management

<p>Investment management and financial planning are the core of Walter Keenan Wealth Management, an independent, SEC-registered investment adviser that also works with retirement plan sponsors as a <a href="/plan-advisors">plan advisor</a>. The firm is headquartered in South Bend in Northern Indiana, serving the greater Michiana region.</p>

<p>Founded in 1982, Walter Keenan Wealth Management has a 12-person team and reports $1.0B in assets under management (2026). The firm works with high-net-worth families on portfolio management, retirement analysis, estate planning, charitable giving, and family office needs. It also supports education and retirement savings with account-level guidance across IRAs, Roth IRAs, and 529 plans.</p>

<p>For employer-sponsored plans, the firm provides 3(21) fiduciary services, giving sponsors documented investment recommendations while the sponsor retains final decision-making. A key differentiator is the blend of long-standing RIA resources with day-to-day support for both personal wealth and workplace retirement planning under one roof.</p>

<ul>
<li>SEC-registered RIA (CRD #104838)</li>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Investment management and financial planning</li>
<li>Charitable giving and family office services</li>
<li>IRA, Roth IRA, and 529 plan guidance</li>
</ul>

Website: [https://www.walterandkeenan.com](https://www.walterandkeenan.com)

Founded: 1982

Employees: 12

## Office Locations

- South Bend, IN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.0B

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