Mary jo Staniszewski
Investment adviser representative at Walkner Condon Financial Advisors LLC
12 yearsExperience
1 stateRegistered in
$1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Walkner Condon Financial Advisors LLCApr 2023 to now
- Matthew M HeckmannJun 2014 to Apr 2023
- Northwestern Mutual Investment Services LLCJun 2014 to Apr 2023
- Northwestern Mutual Wealth Management CompanyJun 2014 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Walkner Condon Financial Advisors LLC
$1BAssets managed
805Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3160323
- Firm CRD
- 160109