Nate Condon

Managing Partner | Financial Advisor || Bringing Confidence & Clarity to Your Financial Future

Role: Managing Partner Financial Advisor at Walkner Condon Financial Advisors
Location: Madison, WI, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Nate Condon

Helping Clients Navigate Life’s Financial Journey with Confidence As a Founding…

Experience

Managing Partner Financial Advisor
Walkner Condon Financial Advisors
Dec 2011 — Present
Lead a fee-only advisory firm focused on helping clients achieve financial confidence and clarity. Provide fiduciary financial advice and personalized financial planning services. Guide clients through wealth management, retirement planning, and business financial strategies. Foster long-term client relationships built on trust and transparency.

Education

Janesville Craig High School
High School Diploma
1992 — 1995
University of Wisconsin-Whitewater
Bachelor of Business Administration - BBA, Finance & Management

Skills

Roth Ira
Investments
Fixed Annuities
Protection Planning/Family Security
Simple Plans
Tax Free Income
Guaranteed Lifetime Income
Sep Ira
Estate Planning
Income for Life
Education Funding
College Savings Plans
Universal Life
Permanent Life Insurance
Strategic Financial Planning
Simple Ira
College Education Planning
Retirement Planning
Saving for Education
Asset Planning
Licensed Life Insurance Agent
401k Rollovers
Traditional Ira
Individual Pension Plans
Qualified Retirement Plans
Asset Allocation
Wealth Accumulation Strategies
College Funding Strategies
Investment Strategies
Wealth Preservation Planning
Life & Health Insurance Licenses
Iras

Contact information

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Work email
•••••@walknercondon.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Walkner Condon Financial Advisors

Financial Services · 17 employees · Founded 2011 · Madison, Wisconsin, United States

Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.

walknercondon.com

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About Nate Condon

Experience

Managing Partner Financial Advisor

Education

Janesville Craig High School

University of Wisconsin-Whitewater

Skills

Find verified contacts for anyone on LinkedIn