Unclaimed Profile

Craig Patrick Walkner

WALKNER CONDON FINANCIAL ADVISORS, LLC·MADISON, Wisconsin

Clean recordWALKNER CONDON FINANCIAL ADVISORS, LLC

2623 MONROE STREET, MADISON, WI 53711CRD# 4491803Firm CRD# 160109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Patrick Walkner · MADISON, WI

Registration

CRD #4491803 · WALKNER CONDON FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Patrick Walkner is a registered financial advisor based in MADISON, Wisconsin, affiliated with WALKNER CONDON FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WALKNER CONDON FINANCIAL ADVISORS LLC

AUM

$633M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALKNER CONDON FINANCIAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4491803

Firm CRD# 160109

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Patrick Walkner offer?

Craig Patrick Walkner specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Craig Patrick Walkner's credentials?

Craig Patrick Walkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Patrick Walkner located?

Craig Patrick Walkner is based in MADISON, Wisconsin, working with WALKNER CONDON FINANCIAL ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Craig Patrick Walkner charge for services?

Craig Patrick Walkner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALKNER CONDON FINANCIAL ADVISORS, LLC?

WALKNER CONDON FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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