Unclaimed Profile

Sylvain Ernest Michelin

WALKNER CONDON FINANCIAL ADVISORS LLC·MADISON, Wisconsin

SIE, Series 7, Series 63CFAClean record12 years registeredWALKNER CONDON FINANCIAL ADVISORS LLC

3418 MONROE STREET, MADISON, WI 53711CRD# 6354880Firm CRD# 160109

Profile Verification

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

Identity

Sylvain Ernest Michelin · MADISON, WI

Registration

CRD #6354880 · WALKNER CONDON FINANCIAL ADVISORS LLC · 12 years registered

Brand Profile

Not yet started

Career History

WALKNER CONDON FINANCIAL ADVISORS LLC

Sep 2020 – present

THUN FINANCIAL ADVISORS

Feb 2018 – Sep 2020

MADISON, WI

CITIGROUP GLOBAL MARKETS INC.

Aug 2014 – Mar 2018

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 15, 2014

Years registered · 12

Professional designation · CFA

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

Speak with Sylvain

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sylvain is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, Wisconsin or claim this profile if it's yours.

Browse MADISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sylvain Ernest Michelin offer?

Sylvain Ernest Michelin specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Sylvain Ernest Michelin's credentials?

Sylvain Ernest Michelin holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sylvain Ernest Michelin located?

Sylvain Ernest Michelin 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 Sylvain Ernest Michelin charge for services?

Sylvain Ernest Michelin'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →