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Tahlia Marie Micoley

Walkner Condon Financial Advisors LLC

Verona, WI

CRD 7983833

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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:

Current Employers
Walkner Condon Financial Advisors Llc

110 Enterprise Drive Suite 103, Verona, WI 53593 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-11-11
  • WI RA
    APPROVED
    Since 2024-11-11

Branch Locations

110 Enterprise Drive Suite 103, Verona, WI 53593 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2022 → 03/2023
    First American Financial Corporation
    Madison, WI
  • 06/2021 → 08/2021
    Ikea
    Round Rock, TX
  • 06/2019 → 08/2019
    Thornberry Creek At Oneida
    Hobart, WI
  • 06/2018 → 08/2018
    Auntie Anne's
    Green Bay, WI
  • 05/2021 → 06/2022
    Chipotle
    Madison, WI
  • 07/2024 → Present
    Madison, WI
  • 04/2023 → 06/2024
    Extended Travel
    Green Bay, WI
  • 09/2014 → 05/2023
    Student
    Madison, WI
  • 06/2017 → 08/2017
    Marcus Theaters
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-09
  • S65 Uniform Investment Adviser Law Examination
    2024-11-09

View on SEC IAPD

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