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Clinton Thomas Walkner

Walkner Condon Financial Advisors LLC

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About Clinton Thomas Walkner

Clinton Walkner is an Investment Advisor Representative at Walkner Condon Financial Advisors LLC. Clinton has been in the financial services industry since 2000. Clinton holds both Series 66 and Series 7 licenses. Prior to joining Walkner Condon Financial Advisors LLC, Clinton was a registered representative at Securities America, Inc., Financial Network Investment Corporation, MetLife Securities Inc., and American Express Financial Advisors Inc. Clinton specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management.

Firm Information

Clinton Walkner is currently registered with Walkner Condon Financial Advisors LLC. Walkner Condon Financial Advisors LLC is a registered investment advisor with approximately $732.8 million in regulatory assets under management. They provide a range of financial planning services, including portfolio management for individuals, pension consulting, and educational seminars. The firm is located in Madison, Wisconsin and has 13 investment adviser representatives. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Walkner Condon Financial Advisors LLC

3418 MONROE STREET

MADISON, WI 53711

$732.82M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clinton Walkner’s Registration & Firm History

WI

01/10/2012 - Present

Walkner Condon Financial Advisors LLC (MADISON WI)

WI

06/12/2009 - 01/12/2012

SECURITIES AMERICA, INC. (MADISON WI)

WI

10/27/2004 - 06/12/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (MADISON WI)

MA

03/16/2001 - 10/19/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/16/2001 - 10/19/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

11/01/2000 - 11/22/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/01/2000 - 11/22/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clinton Thomas Walkner.
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