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Keith Alan Poniewaz

Walkner Condon Financial Advisors LLC

Verona, WI

CRD 6365199

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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 2019-01-25
  • WI RA
    APPROVED
    Since 2019-01-25

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
Thun Financial Advisors Madison WI 02/2016 01/2019
  • 02/2016 → 01/2019
    Thun Financial Advisors
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-18
  • S66 Uniform Combined State Law Examination
    2014-09-18
Other Names
  • Keith Poniewaz

View on SEC IAPD

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