Osaic Wealth
43yrs
Top advisor by experience in Verona
10yrs
Mitchell DeWitt
Full name on record: Mitchell T DeWitt
Financial advisor at Walkner Condon Financial Advisors
Mitchell DeWitt has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Verona, Wisconsin. Mitchell has been with Walkner Condon Financial Advisors since 2018; before that, Mitchell spent a year at Merrill. Mitchell holds the CFP® designation.
One of 57 advisors with offices in Verona, and one of 47 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office110 Enterprise Drive Suite 103, Verona, WI 53593
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.28 million
Advisors at the firm16
States licensed ?1 state
Services through Walkner Condon Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowWalkner Condon Financial Advisors LLCCurrent firm
- Apr 2016 – Oct 2017MerrillPreviously
Contact Mitchell
(608) 234-4127Walkner Condon Financial Advisors main office 110 Enterprise Drive Suite 103Verona, WI 53593Office · Get directions Instagram pageWalkner Condon Financial Advisors
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Walkner Condon Financial Advisors at (608) 234-4127 and ask for Mitchell DeWitt. Mitchell works from the Verona, WI office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Walkner Condon Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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