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Advisor

Bryant Voeson

Walter Keenan Wealth Management · South Bend, Indiana

Bryant Voeson is a fee-only financial advisor at Walter Keenan Wealth Management in South Bend, Indiana. Walter Keenan Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmWalter Keenan Wealth Management
Based in South Bend, Indiana
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$983.3M across 479 accounts
SEC registration Investment adviser representative in IN · CRD 7889268
Exams passedSeries 65 (2024)
Firm size7 employees
Disclosures None reported
Websitewww.walterandkeenan.com

How Bryant's firm compares

  • Walter Keenan Wealth Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 479 accounts).

What fee-only advisors charge in Indiana

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Questions about Bryant

Is Bryant Voeson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bryant holds no broker registration, and Walter Keenan Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Bryant charge for financial advice?

Bryant's firm, Walter Keenan Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Bryant Voeson based?

Bryant Voeson is based in South Bend, Indiana.

Is Bryant Voeson registered with the SEC?

Yes. Bryant Voeson is registered as an investment adviser representative in IN (CRD 7889268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Walter Keenan Wealth Management manage?

Walter Keenan Wealth Management reports $983.3M across 479 accounts in assets under management.

How do I contact Bryant Voeson?

Through Bryant's website, www.walterandkeenan.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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