Keith Alan Poniewaz
Investment adviser representative at Walkner Condon Financial Advisors LLC
10 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
10 years in the industry.
- Walkner Condon Financial Advisors LLCJan 2019 to now
- Thun Financial AdvisorsFeb 2016 to Jan 2019
Exams passed
- 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
- 6365199
- Firm CRD
- 160109