Tahlia Marie Micoley
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
- Extended TravelApr 2023 to Jun 2024
- First American Financial CorporationJun 2022 to Mar 2023
- IkeaJun 2021 to Aug 2021
- ChipotleMay 2021 to Jun 2022
- Thornberry Creek At OneidaJun 2019 to Aug 2019
- Auntie Anne'sJun 2018 to Aug 2018
- Marcus TheatersJun 2017 to Aug 2017
- StudentSep 2014 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7983833
- Firm CRD
- 160109