linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sylvain Ernest Michelin

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 Sylvain? Claim Your Profile

About Sylvain Ernest Michelin

Sylvain Michelin is a financial advisor with Walkner Condon Financial Advisors LLC, based in Madison, WI. Sylvain has been in the financial services industry since 2014. Sylvain has been a registered representative of Walkner Condon Financial Advisors LLC since 2020. Sylvain holds a Series 63 license and a Series 7 license. Sylvain has a designation as a Chartered Financial Analyst. Sylvain's primary experience includes providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Sylvain Michelin 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.

Sylvain Michelin’s Registration & Firm History

WI

09/04/2020 - Present

Walkner Condon Financial Advisors LLC (MADISON WI)

NY

03/28/2017 - 03/01/2018

CITI PRIVATE ADVISORY, LLC (New York NY)

NY

07/17/2014 - 03/01/2018

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Sylvain Ernest Michelin is right for you?

Licenses & Designations

BC

Issued 08/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sylvain Ernest Michelin.
Not sure if Sylvain Ernest Michelin is right for you?