Walkner Condon Financial Advisors
Financial Services • 
Madison, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 3418 Monroe Street, Madison, WI 53711, US |
| Phone number | +16082344127 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Wealth Management, Retirement Planning, Life Insurance, Long Term Care, Financial Planning, Investment Management, Disability Insurance Planning, Asset Allocation Analysis, 403B Plans, 457 Plans, Retirement Income Analysis, Planning For Uw System Employees, Wisconsin Deferred Compensation Plan, Expat Investing, U.S. Expat Wealth Management |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contacts at Walkner Condon Financial Advisors
Stan Farmer
Director Of International Financial Planning
Keith A. Poniewaz
Partner | Financial Advisor & Director Of International Advisory Services
Walkner Condon Financial Advisors Email Formats
Walkner Condon Financial Advisors uses 2 email formats. The most common is {first initial} (e.g., j@walknercondon.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@walknercondon.com | 62.5% |
{first name} | john@walknercondon.com | 37.5% |
About Walkner Condon Financial Advisors
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.
Walkner Condon Financial Advisors revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Walkner Condon Financial Advisors has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Walkner Condon Financial Advisors has never raised funding before.
Walkner Condon Financial Advisors Tech Stack
Discover the technologies and tools that power Walkner Condon Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
Performance
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
Miscellaneous
Security
Programming languages
Blogs
UI frameworks
Analytics
JavaScript libraries
United Kingdom
India
Sweden
Colombia
South AfricaFrequently asked questions
4.8
40,000 users
