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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Beardsley is a financial advisor associated with Walkner Condon Financial Advisors LLC. Ian has been in the industry since August 2018. Ian has passed the Uniform Investment Adviser Law Examination and has a current registration with WI. Ian has experience with various client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. Ian offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, selection of other advisers, 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
01/02/2025 - Present
Walkner Condon Financial Advisors LLC (MADISON WI)
Active
Inactive
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