Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC (CRD# 160109) is a financial advisory firm headquartered in Madison, WI. They manage $633,471,205 in 2,312 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
3418 Monroe Street, Madison, WI 53711
https://www.youtube.com/channel/ucopp1k97txdf1a0e1qksgrq
By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Walkner Condon Financial Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Nathan Condon, financial advisor Madison WI
Nathan M. Condon
CRD#: 5052879
3418 Monroe Street, Madison, WI 53711

Nathan Condon (CRD# 5052879) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 18 years of experience in the finance industry.

2
Mitchell Dewitt, financial advisor Madison WI
Mitchell T. Dewitt
CRD#: 6607866
3418 Monroe Street, Madison, WI 53711

Mitchell Dewitt (CRD# 6607866) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 7 years of experience in the finance industry.

3
Richard Farmer, financial advisor Madison WI
Richard S. Farmer
CRD#: 4775911
3418 Monroe Street, Madison, WI 53711

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.

4
Sylvain Michelin, financial advisor Madison WI
Sylvain E. Michelin
CRD#: 6354880
3418 Monroe Street, Madison, WI 53711

Sylvain Michelin (CRD# 6354880) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 9 years of experience in the finance industry.

5
Keith Poniewaz, financial advisor Madison WI
Keith A. Poniewaz
CRD#: 6365199
3418 Monroe Street, Madison, WI 53711

Keith Poniewaz (CRD# 6365199) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 9 years of experience in the finance industry.

6
Clinton Walkner, financial advisor Madison WI
Clinton T. Walkner
CRD#: 4285175
3418 Monroe Street, Madison, WI 53711

Clinton Walkner (CRD# 4285175) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 23 years of experience in the finance industry.

7
Paulina Price, financial advisor Madison WI
Paulina H. Price
CRD#: 7596583
3418 Monroe Street, Madison, WI 53711

Paulina Price (CRD# 7596583) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has 1 year of experience in the finance industry.

8
Alicia Vande Ven, financial advisor Madison WI
Alicia N. Vande Ven
CRD#: 7604614
3418 Monroe Street, Madison, WI 53711

Alicia Vande Ven (CRD# 7604614) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has 1 year of experience in the finance industry.

9
Evan Waltz, financial advisor Madison WI
Evan Waltz
CRD#: 7671277
3418 Monroe Street, Madison, WI 53711

Evan Waltz (CRD# 7671277) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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