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110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-17 |
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 | 02/2026 | 04/2026 |
| Savant Wealth Management | Madison | WI | 05/2025 | 01/2026 |
| Epic Systems | Verona | WI | 07/2024 | 05/2025 |
| Cornell University | Ithaca | NY | 08/2020 | 05/2024 |
| Richard Montgomery High School | Rockville | MD | 08/2016 | 05/2020 |
| Walkner Condon Financial Advisors, Llc | Madison | WI | 04/2026 | Present |
Galin Education; Not investment related; 5102 Silvertree Run, #101 Madison, Wisconsin, 53705; Tutoring; ACT/SAT Tutor; Test Prep Tutor; March 2, 2025; Total hours 25; Total hours during securities trading hours 0; Tutoring high school students for ACT/SAT standardized test;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
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