Unclaimed Profile

Mitchell T Dewitt

WALKNER CONDON FINANCIAL ADVISORS LLC·MADISON, Wisconsin

SIE, Series 7, Series 66CFPClean record10 years registeredWALKNER CONDON FINANCIAL ADVISORS LLC

3418 MONROE STREET, MADISON, WI 53711CRD# 6607866Firm CRD# 160109

Profile Verification

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

Identity

Mitchell T Dewitt · MADISON, WI

Registration

CRD #6607866 · WALKNER CONDON FINANCIAL ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

WALKNER CONDON FINANCIAL ADVISORS LLC

Jan 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2016 – Oct 2017

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 22, 2016

Years registered · 10

Professional designation · CFP

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 Mitchell T Dewitt offer?

Mitchell T Dewitt specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Mitchell T Dewitt's credentials?

Mitchell T Dewitt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mitchell T Dewitt located?

Mitchell T Dewitt 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 Mitchell T Dewitt charge for services?

Mitchell T Dewitt'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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