Keith
Poniewaz
Walkner Condon Financial Advisors LLC
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About this Advisor
Keith Poniewaz is a financial advisor based in Madison, Wisconsin, working with Walkner Condon Financial Advisors LLC. Keith has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Thun Financial Advisors. Keith has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Keith is part of Walkner Condon Financial Advisors LLC, which operates out of Madison, Wisconsin. The firm has 1 office and 11 employees. The firm manages assets totaling $633.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Walkner Condon Financial Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Walkner Condon Financial Advisors LLC Brokerage Details
$633,471,205
11
2,312
$273,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Keith Poniewaz Work History
Thun Financial Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Keith Poniewaz 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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