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 is actively expanding its geographic footprint with new offices in Verona, Wisconsin and Verona, Italy, signaling a growth trajectory and potential cross-border advisory needs for multinational clients and expatriates.

Strategic Growth The acquisition of King Financial Group in Verona indicates a consolidation strategy to scale capabilities, widen advisor resources, and deepen market reach which may drive demand for integration services, succession planning, and technology-enabled client experience enhancements.

WealthTech Adoption Recent investments in stakes across assets and exposure to tech-focused funds suggest opportunity to upsell advanced investment platforms, risk analytics, and managed accounts that appeal to growth-oriented clients and sophisticated portfolios.

Compliance & Fiduciary As a fee-only fiduciary with regulatory disclosures emphasized, there is potential to offer solutions around compliance administration, client disclosures automation, and scalable reporting to support transparent client governance for expanding advisor teams.

Expat & Global With services extended to U.S. expats worldwide, there is sales potential for cross-border planning, tax-optimized investment strategies, and international retirement solutions to attract high-net-worth expatriates and globally mobile professionals.

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. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

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