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Walkner Condon Financial Advisors LLC CRD 160109
$1.03B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
958 Liberty Drive Suite 205, Verona, WI 53593 • United States
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 |
|---|---|---|---|---|
| Coordinated Capital Securities | Madison | WI | 02/2000 | 06/2025 |
| Walkner Condon Financial Advisors, Llc | Madison | WI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-08 |
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