Unclaimed Profile

Keith Alan Poniewaz

WALKNER CONDON FINANCIAL ADVISORS LLC·MADISON, Wisconsin

SIE, Series 7, Series 66Clean record11 years registeredWALKNER CONDON FINANCIAL ADVISORS LLC

3418 MONROE STREET, MADISON, WI 53711CRD# 6365199Firm CRD# 160109

Profile Verification

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

Identity

Keith Alan Poniewaz · MADISON, WI

Registration

CRD #6365199 · WALKNER CONDON FINANCIAL ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

WALKNER CONDON FINANCIAL ADVISORS LLC

Jan 2019 – present

THUN FINANCIAL ADVISORS

Mar 2016 – Jan 2019

Madison, WI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2014 – Feb 2016

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 19, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALKNER CONDON FINANCIAL ADVISORS LLC

CRD 160109 · SEC 801-114882

AUM

$633M

Regulatory assets under management

Employees

2,312 client accounts

Services offered by WALKNER CONDON FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WALKNER CONDON FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Keith Alan Poniewaz offer?

Keith Alan Poniewaz specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Keith Alan Poniewaz's credentials?

Keith Alan Poniewaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Alan Poniewaz located?

Keith Alan Poniewaz 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 Keith Alan Poniewaz charge for services?

Keith Alan Poniewaz'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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