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110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
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 | 10/2024 | Present |
| Madison Gas And Electric Company | Madison | WI | 08/2018 | 10/2024 |
| Ey | New York | NY | 09/2016 | 06/2018 |
Kikiaola Land Company, Ltd; No; 9600 Kaumualii Hwy, Waimea, Hawaii, 96796; Real Estate Developer; Board Member; Board Member; October 1, 2022; 20; 0; Conduct board meetings. WC Tax Services LLC, not investment related, 3418 Monroe Street, Madison, WI 53711, tax preparation, Partner, 1/1/2025, 10 hours per month devoted to business, 4 hours per month during trading hours. Duties include tax prep and consultations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-17 |
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