WALKNER CONDON FINANCIAL ADVISORS LLC

MADISON, Wisconsin·8 registered advisors·CRD# 160109
SEC# 801-1148821608-234-4127
01

Firm Overview

AUM
$633M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WALKNER CONDON FINANCIAL ADVISORS LLC

8 registered advisors
Clinton Thomas Walkner
MADISON, Wisconsin
Craig Patrick Walkner
MADISON, Wisconsin
Jonathon Thomas Jordan
MADISON, Wisconsin
Keith Alan Poniewaz
MADISON, Wisconsin
Mitchell T Dewitt
MADISON, Wisconsin
Nathan Michael Condon
MADISON, Wisconsin
Richard Stanton Farmer
MADISON, Wisconsin
Sylvain Ernest Michelin
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
8 advisors

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Data sourced from SEC Form ADV filings. WALKNER CONDON FINANCIAL ADVISORS LLC (CRD# 160109) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.