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110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-02 |
| TX | RA | APPROVED_RES | 2017-01-23 |
| WI | RA | APPROVED | 2012-01-10 |
Branch Locations
110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walkner Condon Financial Advisors, Llc | Madison | WI | 01/2012 | Present |
| Wc Insurance Services Llc | Madison | WI | 08/2015 | 11/2017 |
| Walkner Condon Tax Services Llc | Madison | WI | 01/2021 | 12/2022 |
| Emerging Ria Consulting Llc | Madison | WI | 12/2022 | 01/2023 |
1) Nakoma Golf Club; not investment related; business is located at 4145 Country Club Rd, Madison, WI 53711; Description of the business: Golf/Country Club. Position Title: Board of Director Member. Duties: I attend meetings and help make decisions in the best interests of our club. Start date: 05-01-2023; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2. 2) ManBearPig Industries LLC; not investment related; business is located at 7640 English Daisy Ct., Verona, WI 53593. Description of the business: This is a pass-through LLC where my wife and I made one private investment in a restaurant. Position Title: Member. Duties: No ongoing duties. Start date: 05-01-2022; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0. 3) WC Tax Services LLC, not investment related, 3418 Monroe Street, Madison, WI 53711, tax preparation, Partner, 1/1/2025, 1 hours per month devoted to business, 0 hours per month during trading hours. Duties are ownership only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-10 |
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