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Current Employers
Walkner Condon Financial Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-02
  • WI RA
    APPROVED
    Since 2025-01-02

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
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
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17

View on SEC IAPD

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