Gwendolyn Condon

– Financial Services Representative –

 Over every mountain is a path, although it may not be seen from the valley.

- Theodore Roethke -

As a financial planning professional, Gwen Condon, CFP®, FSCP®, works with clients utilizing a holistic, comprehensive approach to assist them in attaining their financial goals.

Gwen is the branch manager of the Investment Concepts Mid State office in Marshfield. Gwen graduated with a BS in Genetics at the University of Wisconsin-Madison. She completed the CFP® (CERTIFIED FINANCIAL PLANNER™) educational program at Bryant University and obtained her FSCP® (Financial Services Certified Professional) designation from the American College of Business. Gwen also has her Series 7 and 66 designations and life and health insurance licenses. 

Prior experience includes Financial Services representative at Metlife Premier Client Group, tax preparer, licensed real estate broker and medical office business manager.

She  founded Garden Gate Nursery, a retail and landscape company. Her experience in building and managing multiple businesses, participation in professional organizations, has given her the knowledge to manage the complexities of finance, long-term strategies across families, small businesses, local communities, and national organizations.

In addition to working in the community of Marshfield, Gwen is also a member of the Marshfield Chamber of Commerce, Mainstreet Marshfield, Marshfield Noon Rotary and a 2017 graduate of Leadership Marshfield.

Gwen enjoys traveling and spending time in northern Wisconsin with her husband Ken and four children. Some of her many hobbies include skiing, kayaking, hiking and ballroom dance.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Contact Gwendolyn Condon

Investment Concepts, Inc.
West Office
104 West 4th Street, Suite B
Marshfield, WI 54449


Email

gcondon@sagepointadvisor.com


Phone

(262) 893-1536


Fax

(414) 273-4378


Downloadable Brochure

Find out more about Gwendolyn


Linked In

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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

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