Andrew J Klein
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 LLCJul 2024 to now
- Gateway Financial Partners, LLCOct 2022 to Jul 2024
- Advisors' Pride Inc.May 2021 to Oct 2022
- LPL Financial LLCApr 2021 to Jul 2024
- MML Investors ServicesOct 2014 to Apr 2021
- Mass Mutual Life Insurance CompanySep 2014 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6399086
- Firm CRD
- 160109