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Sylvain Ernest Michelin

Walkner Condon Financial Advisors LLC

Verona, WI

CRD 6354880

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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 2020-09-04
  • WI RA
    APPROVED
    Since 2020-09-04

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
Citibank New York NY 06/2014 01/2018
Thun Financial Advisors, Llc Madison WI 02/2018 08/2020
Walkner Condon Madison WI 09/2020 Present
Walkner Condon Financial Advisors Llc Madison WI 09/2020 Present
  • 06/2014 → 01/2018
    Citibank
    New York, NY
  • 02/2018 → 08/2020
    Thun Financial Advisors, Llc
    Madison, WI
  • 09/2020 → Present
    Walkner Condon
    Madison, WI
  • 09/2020 → Present
    Walkner Condon Financial Advisors Llc
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-08
  • S63 Uniform Securities Agent State Law Examination
    2014-08-08
Designations
  • Chartered Financial Analyst
Other Names
  • Sylvain Michelin
  • Sylvain Ernest Michelin
  • Syl E Michelin

View on SEC IAPD

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