Nathan Michael Condon

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

Authority	Category	Status	Date
WI	RA	APPROVED	2012-01-12

WI RA
APPROVED

Since 2012-01-12

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

Organization	City	State	From	To
Wc Insurance Services Llc	Madison	WI	08/2015	11/2017
Walkner Condon Financial Advisors, Llc	Madison	WI	01/2012	Present

08/2015 → 11/2017

Wc Insurance Services Llc

Madison, WI
01/2012 → Present

Walkner Condon Financial Advisors, Llc

Madison, WI

Previous Registrations

2009-06-12 → 2012-01-12

Securities America Advisors, Inc.

La Vista, NE

Madison, WI
2006-01-31 → 2009-06-12

Cetera Wealth Services, Llc

Madison, WI

Madison, WI

Madison, WI

Other Businesses

WC Tax Services LLC, not investment related, 3418 Monroe Street, Madison, WI 53711, tax preparation, Partner, 1/1/2025, 1 hours per month devoted to business, 0 hours per month during trading hours. Duties are ownership only.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-30

S66 Uniform Combined State Law Examination

2006-01-30

View on SEC IAPD