linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mitchell T Dewitt

Walkner Condon Financial Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mitchell? Claim Your Profile

About Mitchell T Dewitt

Mitchell DeWitt is a financial advisor who works at Walkner Condon Financial Advisors LLC. Mitchell has worked in the financial industry since 2016. Mitchell has experience in the financial services industry, and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Mitchell is licensed to provide financial advice in Wisconsin and Michigan. Mitchell is also a Certified Financial Planner.

Firm Information

Mitchell Dewitt 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mitchell Dewitt’s Registration & Firm History

WI

01/19/2018 - Present

Walkner Condon Financial Advisors LLC (MADISON WI)

WI

03/23/2016 - 10/10/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)

Not sure if Mitchell T Dewitt is right for you?

Licenses & Designations

BOTH

Issued 04/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell T Dewitt.
Not sure if Mitchell T Dewitt is right for you?