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Mary Jo Staniszewski

Walkner Condon Financial Advisors LLC

Verona, WI

CRD 3160323

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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 2023-05-04
  • WI RA
    APPROVED
    Since 2023-05-04

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
Northwestern Mutual Investment Services Llc Middleton WI 06/2014 04/2023
Matthew M Heckmann Middleton WI 06/2014 04/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2014 04/2023
Walkner Condon Financial Advisors Llc Madison WI 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-10
S63 Uniform Securities Agent State Law Examination 2001-08-31
  • S66 Uniform Combined State Law Examination
    2014-03-10
  • S63 Uniform Securities Agent State Law Examination
    2001-08-31
Other Names
  • Mary Jo Richart
  • Mary Jo Richart
  • Mary Jo Staniszewski

View on SEC IAPD

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