Walkner Condon Financial Advisors LLC
Firm details
- Headquarters
- Verona, Wisconsin
- CRD number
- 160109
- Registered since
- March 26, 2019
- Website
- walknercondon.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.49%
- Individuals26%
- Charitable Organizations0.36%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Walkner Condon Financial Advisors LLC is an independent registered investment adviser that acts as a capital allocator for both private clients and institutional accounts. The firm, organized as an LLC and registered with the SEC in 2019, offers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Its fee model combines percentage-of-AUM charges with fixed fees. Walkner Condon is not positioned as an ESG-focused manager according to the available data. The firm has been recognized in industry press, including FA Magazine’s Top RIA Firms list in 2020 and Citywire’s "50 Growers Across America" in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents2%
- Other2%
- Non-Exchange Traded Equities1%
Contacts
3 of 17
Mary Jo Staniszewski
Client Service SpecialistCRD 3160323
Sylvain Michelin
Partner, Financial AdvisorCRD 6354880
Evan Waltz
Client Service SpecialistCRD 7671277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 280Active vs passive
$1B in ETFs
65%
$680M
25%
$365M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $68.3M | 1,356,118 | 6.54% |
Location
Verona, WI
Dane
Location
Verona, WI
Headquartered in Verona, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 110 Enterprise Dr
- Time zone
- CT (UTC-6)
- Office locations
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