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110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-11 |
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 |
|---|---|---|---|---|
| First American Financial Corporation | Madison | WI | 06/2022 | 03/2023 |
| Ikea | Round Rock | TX | 06/2021 | 08/2021 |
| Thornberry Creek At Oneida | Hobart | WI | 06/2019 | 08/2019 |
| Auntie Anne's | Green Bay | WI | 06/2018 | 08/2018 |
| Chipotle | Madison | WI | 05/2021 | 06/2022 |
| Walkner Condon Financial Advisors, Llc | Madison | WI | 07/2024 | Present |
| Extended Travel | Green Bay | WI | 04/2023 | 06/2024 |
| Student | Madison | WI | 09/2014 | 05/2023 |
| Marcus Theaters | Green Bay | WI | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-09 |
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