Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC (CRD# 160109) is a financial advisory firm headquartered in Madison, WI. They manage $89,751,579 in 221 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $406,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MI, TX, WI

Financial Advisors at Walkner Condon Financial Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jonathon T. Jordan
CRD#: 5471398
3418 Monroe Street, Madison, WI 53711
96
Wealthminder
score

Jonathon Jordan (CRD# 5471398) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 10 years of experience in the finance industry. Jonathon Jordan 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.

2
Nathan M. Condon
CRD#: 5052879
3418 Monroe Street, Madison, WI 53711
93
Wealthminder
score

Nathan Condon (CRD# 5052879) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 12 years of experience in the finance industry.

3
Clinton T. Walkner
CRD#: 4285175
3418 Monroe Street, Madison, WI 53711
93
Wealthminder
score

Clinton Walkner (CRD# 4285175) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 17 years of experience in the finance industry.

4
Mitchell T. Dewitt
CRD#: 6607866
3418 Monroe Street, Madison, WI 53711
88
Wealthminder
score

Mitchell Dewitt (CRD# 6607866) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 2 years of experience in the finance industry.

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