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Brady Daniel Storhoff

Walkner Condon Financial Advisors LLC

Verona, WI

CRD 6298041

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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 2025-03-11
  • WI RA
    APPROVED
    Since 2025-03-11

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
Ubs Financial Services Inc. Minneapolis MN 12/2018 02/2025
Ubs Financial Services Inc. Cleveland OH 07/2015 12/2018
Walkner Condon Financial Advisors Llc Madison WI 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-12
  • S66 Uniform Combined State Law Examination
    2019-03-12

View on SEC IAPD

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