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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Waltz is an investment advisor representative with Walkner Condon Financial Advisors LLC in Madison, Wisconsin. Evan Waltz has been in the industry since March 2022. Evan Waltz is registered with the state of Wisconsin as an investment advisor representative. Evan Waltz has also passed the Series 65 exam. Evan Waltz has a background in IT and has worked for several companies in the Milwaukee area. Evan Waltz specializes in financial planning, pension consulting, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/08/2024 - Present
Walkner Condon Financial Advisors LLC (MADISON WI)
IA
Issued 01/10/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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