Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Alan Poniewaz is an Investment Advisor Representative at Walkner Condon Financial Advisors LLC in Madison, WI. Keith has been in the industry since 2014. Keith has the following certifications: Series 66, Series 7, and SIE. Keith also holds a registration in Wisconsin.
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
01/25/2019 - Present
Walkner Condon Financial Advisors LLC (MADISON WI)
WI
08/19/2014 - 02/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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