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, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, runs educational seminars/workshops, assists in selecting outside advisers, and offers pension consulting services. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Walkner Condon does not identify as an active ESG investor. The firm received recognition from FA Magazine (Top RIA Firms, 2020) and was listed by Citywire in its 2021 "50 Growers Across America."
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 17MARY 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 269Active vs passive
$904M in ETFs
64%
$582M
26%
$322M
| 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 | $57.7M | 1,264,278 | 6.38% |
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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