AK
Andrew T. King
WALKNER CONDON FINANCIAL ADVISORS LLC
Verona, WI 53593
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CRD#: 1517044
AK
Professional summary
Andrew Timothy King, CFP®, ChFC®, CLU®, who also goes by Andrew T King, Andy King, Anoy King, is a registered financial advisor currently at WALKNER CONDON FINANCIAL ADVISORS LLC located in Verona, Wisconsin.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew T King | Andy King | Anoy King
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF BUSINESS: KING FINANCIAL GROUP, LLC
INVESTMENT RELATED: YES
ADDRESS: BRANCH OFFICE
NATURE OF BUSINESS: INSURANCE
POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT
START DATE: 01/1990
# HOURS SPENT ON THIS ACTIVITY / MONTH: 5
# HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT):
DESCRIPTION OF DUTIES: SELLS AND SERVICES FIXED INSURANCE
NAME OF BUSINESS: UNITED WAY OF DANE COUNTY FOUNDATION
INVESTMENT RELATED: NO
ADDRESS:2059 ATWOOD AVE, MADISON, WI 53704
NATURE OF BUSINESS: CHARITABLE FOUNDATION
POSITION/TITLE/RELATIONSHIP: TRUSTEE
START DATE: 5/15/2018
# HOURS/ MONTH: 2
# HOURS/MONTH DURING TRADING: 2
DUTIES: PROVIDE INPUT INTO FOUNDATION DIRECTION, MARKETING STRATEGIES, OPERATIONAL FUNCTIONS
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Timothy King's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
July 8, 2025 - Present
WALKNER CONDON FINANCIAL ADVISORS LLC
Office #1: 958 Liberty Drive Suite 202, Verona, WI 53593RIA
CRD#: 160109
Verona, WI
Past
October 1, 2010 - June 17, 2025
COORDINATED CAPITAL SECURITIES, INC.
RIA
CRD#: 14762
VERONA, WI
Past
February 14, 2000 - June 17, 2025
COORDINATED CAPITAL SECURITIES, INC.
BD
CRD#: 14762
VERONA, WI
Past
August 17, 1987 - February 15, 2000
ACS SECURITIES CORP.
BD
CRD#: 16606
MADISON, WI
Past
July 9, 1986 - September 15, 1987
CENTURY INVESTORS OF AMERICA, INC.
BD
CRD#: 5322
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WALKNER CONDON FINANCIAL ADVISORS LLC
WALKNER CONDON FINANCIAL ADVISORS | WALKNER CONDON FINANCIAL ADVISORS, LLC | WALKNER CONDON FINANCIAL ADVISORS LLC
CRD#: 160109 / SEC#: 801-114882
RIA
Registered Investment Advisory firm - (3/26/2019 Approved)Illinois
Registered Investment Advisory firm - (3/26/2019 Terminated)Michigan
Registered Investment Advisory firm - (3/28/2019 Terminated)Texas
Registered Investment Advisory firm - (3/28/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (3/28/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/8/2025)
IAR
Wisconsin(7/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WALKNER CONDON FINANCIAL ADVISORS LLC
WALKNER CONDON FINANCIAL ADVISORS | WALKNER CONDON FINANCIAL ADVISORS, LLC | WALKNER CONDON FINANCIAL ADVISORS LLC
CRD#: 160109 / SEC#: 801-114882
RIA
Registered Investment Advisory firm - (3/26/2019 Approved)Illinois
Registered Investment Advisory firm - (3/26/2019 Terminated)Michigan
Registered Investment Advisory firm - (3/28/2019 Terminated)Texas
Registered Investment Advisory firm - (3/28/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (3/28/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3418 Monroe Street, Madison, WI 53711
Mailing Address
Phone number
(608) 234-4127
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,556 |
| AUM (Assets Under Management) | $ 732,818,029 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
