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Current Employers
Walkner Condon Financial Advisors Llc

110 Enterprise Drive Suite 103, Verona, WI 53593 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-02-08
  • WI RA
    APPROVED
    Since 2024-02-08

Branch Locations

110 Enterprise Drive Suite 103, Verona, WI 53593 • United States

3418 Monroe Street, Madison, WI 53711 • 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
Wells Fargo And Co San Francisco CA 03/2022 11/2023
Turnberry Solutions Minneapolis MN 01/2021 03/2022
Teamlogic It Germantown WI 05/2020 12/2020
Fastenal Mequon WI 05/2019 05/2020
Prairieville Park Waukesha WI 05/2018 08/2018
Student Milwaukee WI 02/2014 12/2020
Walkner Condon Financial Advisors Madison WI 01/2024 01/2025
Walkner Condon Financial Advisors Madison WI 01/2025 Present
  • 03/2022 → 11/2023
    Wells Fargo And Co
    San Francisco, CA
  • 01/2021 → 03/2022
    Turnberry Solutions
    Minneapolis, MN
  • 05/2020 → 12/2020
    Teamlogic It
    Germantown, WI
  • 05/2019 → 05/2020
    Fastenal
    Mequon, WI
  • 05/2018 → 08/2018
    Prairieville Park
    Waukesha, WI
  • 02/2014 → 12/2020
    Student
    Milwaukee, WI
  • 01/2024 → 01/2025
    Walkner Condon Financial Advisors
    Madison, WI
  • 01/2025 → Present
    Walkner Condon Financial Advisors
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-10
  • S65 Uniform Investment Adviser Law Examination
    2024-01-10
Designations

View on SEC IAPD

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