Warranties & Disclaimers
Walkner Condon Financial Advisors LLC (“WCFA”) is a registered investment adviser located in Madison, WI. WCFA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WCFA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WCFA’s web site on the Internet should not be construed by any consumer and/or prospective client as WCFA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WCFA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WCFA, please contact the state securities regulators for those states in which WCFA maintains a registration filing. A copy of WCFA’s current written disclosure statement discussing WCFA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WCFA upon written request. Walkner Condon Financial Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WCFA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Investment Advisory Services are offered through Walkner Condon Financial Advisors LLC, a registered investment adviser.
Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at 608-234-4127 or return and delete the original transmission and its attachments without reading or saving in any manner.
Here is our link to a sample client agreement, which also outlines our management fees.