Richard Farmer, financial advisor Madison WI

Richard Farmer

CRD Number: 4775911
Current Firm: Walkner Condon Financial Advisors LLC

Richard Farmer (CRD# 4775911) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 19 years of experience in the finance industry. Richard Farmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Walkner Condon Financial Advisors LLC Madison, WI Sep 2020 - Current 3
Walkner Condon Madison, WI Sep 2020 - Current 3
Thun Financial Advisors, LLC Madison, WI Oct 2014 - Aug 2020 5
Morgan Stanley Bloomington, MN Dec 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Richard S. Farmer
Phone Number: 608-234-4127
Registered State(s):
  • NY
  • WI
By the Numbers
  • Total Assets Under Management
    633
    MILLIONS
  • Total Number of Accounts
    2,312
    ACCOUNTS
  • Average Account Value
    $273,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, IL, MI, MN, NE, NY, TX, VA, WA, WI

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