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WALKNER CONDON FINANCIAL ADVISORS LLC
CRD 160109 · SEC 801-114882
110 ENTERPRISE DRIVE, SUITE 103, VERONA, WI, 53593, United States
Phone
608-234-4127
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$968.8M
Team
18 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 472 | $268.1M |
| High net worth individuals | 327 | $757.8M |
| Charitable organizations | 4 | $3.7M |
| Corporations/business entities | 2 | $1.6M |
States served
CA, IL, IN, MA, MI, MN, NE, NY, PA, VA, WI, WA, TX, FL
All web addresses on file
- HTTP://WWW.WALKNERCONDON.COM
- HTTP://WWW.FACEBOOK.COM/WALKNERCONDON
- https://www.linkedin.com/company/walkner-condon-financial-advisors-llc/
- https://www.instagram.com/walknercondon/?hl=en
- https://usexpatinvesting.com
- https://www.youtube.com/channel/UCOPp1K97TxdF1A0E1qKsGRQ
- HTTP://WWW.TWITTER.COM/WALKNERCONDON
Official SEC filing: View on IAPD