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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jo? Claim Your ProfileMary jo Staniszewski is an investment advisor representative at Walkner Condon Financial Advisors LLC. Mary jo has been in the industry since 2000 and has a broad range of experience in financial planning, investment management, and retirement planning. Mary jo is registered with the state of Wisconsin and holds the Series 6, 7, 63 and 66 licenses, as well as the SIE. Prior to joining Walkner Condon Financial Advisors LLC, Mary jo was employed by Northwestern Mutual Investment Services, LLC, Ameriprise Financial Services, Inc., MFD Distributor, LLC and CUNA Brokerage Services, Inc. Mary jo specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
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
05/04/2023 - Present
Walkner Condon Financial Advisors LLC (MADISON WI)
WI
06/18/2014 - 12/07/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
12/16/2013 - 06/06/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MIDDLETON WI)
WI
07/01/2009 - 07/02/2013
MFD DISTRIBUTOR, LLC (MADISON WI)
IA
03/15/2004 - 07/02/2009
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IL
04/04/2000 - 02/02/2004
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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