Alicia
Vande Ven
Walkner Condon Financial Advisors LLC
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About this Advisor
Alicia Vande Ven is a financial advisor who works in Madison, Wisconsin with a total of 1 year of relevant experience. Vande Ven is currently employed by Walkner Condon Financial Advisors LLC. Throughout their career, they have worked at N/A, Walkner Condon Financial Advisors and Asha'S Homemade Candles. Vande Ven has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Wisconsin. Walkner Condon Financial Advisors LLC is a registered investment company based in Madison, WI. It handles $487 million in assets under management among its 2,007 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,007 client accounts, 40% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees depend on which services the firm provides the client. Fees charged by Walkner Condon Financial Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walkner Condon Financial Advisors LLC Brokerage Details
$486,677,461
11
2,007
$242,490
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alicia Vande Ven Work History
Alicia has been registered as a financial advisor for 1 years.*
Walkner Condon Financial Advisors
Asha'S Homemade Candles
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alicia Vande Ven to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Walkner Condon Financial Advisors LLC
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
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