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WALKNER CONDON FINANCIAL ADVISORS LLC

VERONA, WI · CRD 160109 · IAPD ↗ · walknercondon.com · 608-234-4127

$1.03BRegulatory AUM
16Advisory reps
18Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — WALKNER CONDON FINANCIAL ADVISORS LLC moved its main office from MADISON, WI to VERONA, WI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
April 2026 — WALKNER CONDON FINANCIAL ADVISORS LLC notice-filed in IN, MA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — WALKNER CONDON FINANCIAL ADVISORS LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — WALKNER CONDON FINANCIAL ADVISORS LLC crossed $1B in regulatory AUM ($732.8M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
July 2025 — WALKNER CONDON FINANCIAL ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2025 — WALKNER CONDON FINANCIAL ADVISORS LLC now reports custody of client assets ($170.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
March 2025 — WALKNER CONDON FINANCIAL ADVISORS LLC grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2024 — WALKNER CONDON FINANCIAL ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2024 — WALKNER CONDON FINANCIAL ADVISORS LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — WALKNER CONDON FINANCIAL ADVISORS LLC crossed $500M in regulatory AUM ($486.7M -> $633.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.