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Clint Walkner

Managing Partner Financial Advisor @Walkner Condon Financial Advisors

Madison, WI, US
EMAILS
c••••@walknercondon.com
MOBILE NUMBERS
+14•••••••47

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WORK HISTORY

Jan 2012 — Present

Managing Partner Financial Advisor @Walkner Condon Financial Advisors

At Walkner Condon Financial Advisors, we help guide our clients through their working years and retirement. We help develop and manage portfolios that fit their desired risk profile, with a financial plan at the backbone of our decision-making process. We encourage prospective clients to make a no-obligation appointment with us to see if we are a mutual fit for investment management and planning. 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 web site’s users and/or members.

EDUCATION

1994 — 1999

Wisconsin School of Business

Bachelor of Business Administration, Accounting and Marketing

SKILLS

Wealth ManagementIrasInvestment ManagementFinancial PlanningRiaBondsFiduciary ManagementStocksPermanent Life InsuranceKey Person InsuranceRetirement PlanningSecuritiesMutual FundsEmployee BenefitsFinancial GoalsPortfolio ManagementIpadRegistered Investment AdvisorAffluentRisk ManagementLong-Term CareRetirementAsset ManagementLife InsurancePersonal FinanceAsset AllocationVariable AnnuitiesSmall Business401kFixed IncomeEtfsFinancial AdvisoryBuy-SellFixed Annuities401k RolloversIphoneTerm Life InsuranceEstate PlanningDisability InsuranceBusiness

ABOUT CLINT WALKNER

Financial Planning Rooted in Relationships & Results As Managing Partner and…

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