Paulina
Price

Walkner Condon Financial Advisors LLC

CRD#7596583
Investment Advisor
in Madison, WI

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About this Advisor

Paulina Price is a financial advisor based in Madison, Wisconsin, working with Walkner Condon Financial Advisors LLC. Paulina has previously held positions at Lincoln Park Zoo, Rotary International, PBS Wisconsin, and Walkner Condon Financial Advisors. Paulina has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Paulina 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3418 Monroe Street
Madison, WI 53711

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Walkner Condon Financial Advisors LLC Brokerage Details

Total Assets Under Management

$633,471,205

WI Average: $2,826,565,184
Total Number of Employees

11

WI Average: 43
Total Number of Accounts

2,312

WI Average: 1,898
Average Account Size

$273,993

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Paulina Price Work History

2021 - Present (4 years)

Walkner Condon Financial Advisors

2018 - 2021 (3 years)

Pbs Wisconsin

2017 - 2018 (1 year)

Rotary International

2015 - 2017 (2 years)

Rotary International

2014 - 2015 (1 year)

Lincoln Park Zoo

2012 - 2014 (2 years)

Lincoln Park Zoo

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paulina Price 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

Evan Waltz
Madison, WI
Mary Jo Staniszewski
Madison, WI
Sylvain Michelin
Madison, WI
Keith Poniewaz
Madison, WI
Richard Farmer
Madison, WI
Clinton Walkner
Madison, WI
Mitchell Dewitt
Madison, WI
Nathan Condon
Madison, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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