Clinton Thomas Walkner

Employer firm

Walkner Condon Financial Advisors LLC CRD 160109

$1.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Walkner Condon Financial Advisors, Llc
  Madison, WI
• 08/2015 → 11/2017
  Wc Insurance Services Llc
  Madison, WI
• 01/2021 → 12/2022
  Walkner Condon Tax Services Llc
  Madison, WI
• 12/2022 → 01/2023
  Emerging Ria Consulting Llc
  Madison, WI

Previous Registrations

• 2009-06-12 → 2012-01-12
  Securities America Advisors, Inc.
  La Vista, NE
  Madison, WI
• 2004-10-27 → 2009-06-12
  Cetera Wealth Services, Llc
  Madison, WI
  Madison, WI
  Madison, WI

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-10

Other Names

• Clint Thomas Walkner