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Nate Condon

Managing Partner Financial Advisor @Walkner Condon Financial Advisors

Madison, WI, US
EMAILS
n•••@walknercondon.com
MOBILE NUMBERS
+16•••••••21

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WORK HISTORY

Dec 2011 — Present

Managing Partner Financial Advisor @Walkner Condon Financial Advisors

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

1992 — 1995

Janesville Craig High School

High School Diploma

N/A

University of Wisconsin-Whitewater

Bachelor of Business Administration - BBA, Finance & Management

SKILLS

Roth IraInvestmentsFixed AnnuitiesProtection Planning/Family SecuritySimple PlansTax Free IncomeGuaranteed Lifetime IncomeSep IraEstate PlanningIncome for LifeEducation FundingCollege Savings PlansUniversal LifePermanent Life InsuranceStrategic Financial PlanningSimple IraCollege Education PlanningRetirement PlanningSaving for EducationAsset PlanningLicensed Life Insurance Agent401k RolloversTraditional IraIndividual Pension PlansQualified Retirement PlansAsset AllocationWealth Accumulation StrategiesCollege Funding StrategiesInvestment StrategiesWealth Preservation PlanningLife & Health Insurance LicensesIras

ABOUT NATE CONDON

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

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