How does WALKNER CONDON FINANCIAL ADVISORS LLC help clients – Key Takeaways:
WALKNER CONDON FINANCIAL ADVISORS LLC is a trusted financial advisory firm that has been providing expert guidance and management services to clients for over 20 years. They take a personalized approach to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1999, WALKNER CONDON FINANCIAL ADVISORS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is headquartered in Madison, Wisconsin and currently manages over $650 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $650 million | 10 | 20 years |
Financial Services Offered
WALKNER CONDON FINANCIAL ADVISORS LLC offers a variety of financial services to help clients manage and grow their wealth. These services include investment management, retirement planning, estate planning, tax planning, college planning, and insurance planning. The firm also provides comprehensive financial planning to create customized strategies tailored to each client’s individual needs and goals.
Client Types
WALKNER CONDON FINANCIAL ADVISORS LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm also has experience working with high net worth individuals and corporate clients.
Fees & Compensation
WALKNER CONDON FINANCIAL ADVISORS LLC operates on a fee-only basis, meaning they do not earn commissions or receive compensation from third-party products or services. This ensures that their advice and recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, with rates decreasing for higher account balances.
Background
The founders of WALKNER CONDON FINANCIAL ADVISORS LLC, Clint Walkner and Nathan Condon, have over 40 years of combined experience in the financial industry. Both are certified financial planners (CFPs) and have extensive knowledge in investment management, retirement planning, and tax planning. The firm’s team of advisors also have various industry certifications and years of experience in the financial sector.
Financial Advisor Disclosures to Know
As a registered investment advisor, WALKNER CONDON FINANCIAL ADVISORS LLC adheres to all SEC regulations and is committed to providing complete transparency to their clients. The firm’s advisors have a fiduciary duty to act in their clients’ best interests at all times and must disclose any potential conflicts of interest. WALKNER CONDON FINANCIAL ADVISORS LLC has a clean regulatory record and no disciplinary actions have been taken against the firm or its advisors.