Mitchell T. Dewitt
WALKNER CONDON FINANCIAL ADVISORS LLC
MADISON, WI 53711
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CRD#: 6607866
Professional summary
Mitchell T Dewitt, CFP®, who also goes by Mitch Dewitt, is a registered financial advisor currently at WALKNER CONDON FINANCIAL ADVISORS LLC located in Madison, Wisconsin.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mitchell has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
A native of Grandville, Michigan, Mitch's background is based in engineering, and he worked for several years in the field after graduating from the University of Michigan with a bachelor's degree in industrial and operations engineering. After making the switch to the financial planning field, Mitch earned his MBA from the University of Wisconsin in 2018, the same year he joined Walkner Condon. He began his career in financial services with Merrill Lynch. Mitch and his wife, Kaylee, live in Madison with their two children, Avery and Maddox. A coffee aficionado, Mitch enjoys running and staying active.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Socially Responsible Investing
Retirement Planning
Employee and Employer Plan Ben...
Education Planning
Estate Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Socially Responsible Investmen...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Mitch Dewitt
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell T Dewitt'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: 2020
Experience
Current
January 19, 2018 - Present
WALKNER CONDON FINANCIAL ADVISORS LLC
Office #1: 3418 Monroe Street, Madison, WI 53711RIA
CRD#: 160109
MADISON, WI
Past
April 22, 2016 - October 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MADISON, WI
Past
March 23, 2016 - October 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MADISON, WI
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
Michigan(2/8/2018)
IAR
Wisconsin(1/19/2018)
Exams
State Security Law 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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