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110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-08 |
Branch Locations
110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-10 |
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