Creative Financial Planning Advisors
47yrs
Top advisor by experience in South Bend
13yrs
Daniel Wolfson
Full name on record: Daniel William Wolfson
Financial advisor at Walter Keenan Wealth Management
Based in South Bend, Indiana, Daniel Wolfson is a fiduciary financial advisor with 13 years of industry experience. Daniel joined Walter Keenan Wealth Management in 2021, after seven years at Choreo. Walter Keenan Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 107 advisors with offices in South Bend, and one of 95 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 67% of advisors at Walter Keenan Wealth Management
Office202 S. Michigan St. Suite 910, South Bend, IN 46601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.36 million
Advisors at the firm6
States licensed ?1 state
Services through Walter Keenan Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowWalter Keenan Wealth ManagementCurrent firm
- 2014 – 2021Choreo, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Walter Keenan Wealth Management at 574-287-5977 and ask for Daniel Wolfson. Daniel works from the South Bend, IN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 13 years. More experience than 67% of advisors at Walter Keenan Wealth Management.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Walter Keenan Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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