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110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-09 |
| WI | RA | APPROVED | 2020-09-04 |
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 |
|---|---|---|---|---|
| Thun Financial Advisors, Llc | Madison | WI | 10/2014 | 08/2020 |
| Walkner Condon | Madison | WI | 09/2020 | Present |
| Walkner Condon Financial Advisors Llc | Madison | WI | 09/2020 | Present |
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 | 2013-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-24 |
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