What is Walkner Condon Financial Advisors's NAICS code?

Walkner Condon Financial Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Expansion momentum Walkner Condon has recently expanded with new office presence in Verona, Wisconsin and Verona, Italy, signaling growth and appetite for cross-border or multi-location services that could benefit from scalable wealth management, succession planning, and consolidated reporting for a broader client base.

Acquisition activity The 2025 acquisition of King Financial Group indicates a strategy of increasing market share and capabilities. This presents an opportunity to propose integrated platforms, transition services, and enhanced advisory capacity for larger client segments.

Diversified investments Recent stakes in Destiny Tech100 and Oxford Lane Capital suggest a willingness to explore alternative investments. This could open conversations about expanded alternative asset offerings, risk management enhancements, and advisory services around portfolio diversification.

Expanding assets The firm’s ownership of office real estate in Verona points to an integrated approach to wealth management that may benefit from advisory for high-net-worth clients seeking estate planning, tax optimization, and fiduciary services tied to business and property holdings.

Fiduciary and fee-only stance As a fiduciary and fee-only advisor, Walkner Condon appeals to clients who prioritize transparent pricing and conflict-free advice. This creates an opening to target institutional or affluent individuals seeking compliant, high-integrity advisory partnerships and modernizable client experience platforms.

Walkner Condon Financial Advisors Tech Stack

Walkner Condon Financial Advisors uses 8 technology products and services including Linkedin Insight Tag, Amazon Web Services, WordPress, and more. Explore Walkner Condon Financial Advisors's tech stack below.

Walkner Condon Financial Advisors Email Formats	Example	Percentage
First@walknercondon.com	John@walknercondon.com	83%
FLast@walknercondon.com	JDoe@walknercondon.com	17%

Walkner Condon Financial Advisors Email Formats

Example

Percentage

First@walknercondon.com

John@walknercondon.com

83%

FLast@walknercondon.com

JDoe@walknercondon.com

17%

Frequently Asked Questions

What is Walkner Condon Financial Advisors's phone number?

You can contact Walkner Condon Financial Advisors's main corporate office by phone at

+1-608-234-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Walkner Condon Financial Advisors's official website and social media links?

Walkner Condon Financial Advisors's official website is walknercondon.com and has social profiles on LinkedIn.

How much revenue does Walkner Condon Financial Advisors generate?

As of September 2026, Walkner Condon Financial Advisors's annual revenue is estimated to be $10M - $25M.

What is Walkner Condon Financial Advisors's SIC code and NAICS code?

Walkner Condon Financial Advisors's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Walkner Condon Financial Advisors have currently?

As of September 2026, Walkner Condon Financial Advisors has approximately 17 employees across 1 continents, including North America. Key team members include Partner | Financial Advisor: S. M., Partner | Financial Advisor: M. D. and Director Of International Financial Planning: S. F. Explore Walkner Condon Financial Advisors's employee directory with LeadIQ.

What industry does Walkner Condon Financial Advisors belong to?

Walkner Condon Financial Advisors operates in the Financial Services industry.

What technology does Walkner Condon Financial Advisors use?

Walkner Condon Financial Advisors's tech stack includes Linkedin Insight Tag, Amazon Web Services, WordPress, CookieYes, Mailchimp, Mailgun, Google Cloud and DigitalOcean Web Hosting.

What is Walkner Condon Financial Advisors's email format?

Walkner Condon Financial Advisors's email format typically follows the pattern of First@walknercondon.com. Find more Walkner Condon Financial Advisors email formats with LeadIQ.

When was Walkner Condon Financial Advisors founded?

Walkner Condon Financial Advisors was founded in 2011.

Walkner Condon Financial Advisors

Q: What technology does Walkner Condon Financial Advisors use?

Walkner Condon Financial Advisors's tech stack includes Perfmatters, eMoney, YouTube, PHP, DigitalOcean Web Hosting.

Financial ServicesWisconsin, United States11-50 Employees

Walkner Condon Financial Advisors is a financial services firm that serves as a fiduciary, fee-only advisor for clients in the Madison and Greater Dane County area, as well as U.S. expatriates around the world. The firm emphasizes transparency and risk management in investment planning, offering guidance aimed at helping clients approach their financial futures with clarity. Based in Madison, Wisconsin, the company operates with a regional focus while maintaining a global reach through its expat advisor team. The organization positions itself as an advisory practice that provides independent, non-commissioned financial advice, and it operates as a registered investment adviser. Recent developments indicate expansion efforts, including the acquisition of King Financial Group and the opening of new offices in Verona, Wisconsin, reflecting growth in its footprint. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Insights

Similar companies to Walkner Condon Financial Advisors