WALKNER CONDON FINANCIAL ADVISORS LLC

3418 Monroe Street
Madison, Wisconsin 53711
Tel: 608-234-4127

About WALKNER CONDON FINANCIAL ADVISORS LLC

WALKNER CONDON FINANCIAL ADVISORS LLC, formally registered with the SEC as WALKNER CONDON FINANCIAL ADVISORS LLC. The firm was established in 03/26/2019. They have over 2 offices throughout the country.

WALKNER CONDON FINANCIAL ADVISORS LLC is a Madison, Wisconsin based Financial Planning firm with nearly $732,818,029 assets under management, offering retirement planning & investment advisory services to 2556 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160109
SEC#	801-114882
Assets Managed by Firm	$732,818,029
No. of Clients	2556
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2556	$732,818,029
Individuals (other than high net worth individuals)	335	$136,187,494
High net worth individuals	292	$593,258,283
Charitable organizations	4	$3,174,025
Corporations or other businesses	1	$198,227

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