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Nathan Michael Condon

Walkner Condon Financial Advisors LLC

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About Nathan Michael Condon

Nathan Michael Condon is an investment advisor representative with Walkner Condon Financial Advisors LLC in Madison, WI. Nathan has been in the industry since 2005. Nathan is registered with the state of Wisconsin and has passed the General Securities Representative Examination (Series 7) and Uniform Combined State Law Examination (Series 66). Nathan has previously worked with Securities America, Inc. and Financial Network Investment Corporation.

Firm Information

Nathan Condon 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Nathan Condon’s Registration & Firm History

WI

01/12/2012 - Present

Walkner Condon Financial Advisors LLC (MADISON WI)

WI

06/12/2009 - 01/12/2012

SECURITIES AMERICA, INC. (MADISON WI)

WI

12/20/2005 - 06/12/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (MADISON WI)

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Licenses & Designations

BOTH

Issued 01/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Michael Condon.
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