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Heidi Marie Rodenbaugh

BOARDWALK FINANCIAL STRATEGIES LLC·HARTLAND, Wisconsin
Clean recordBOARDWALK FINANCIAL STRATEGIES LLC
128 COTTONWOOD AVENUE, HARTLAND, WI 53029CRD# 7716879Firm CRD# 165048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heidi Marie Rodenbaugh · HARTLAND, WI
Registration
CRD #7716879 · BOARDWALK FINANCIAL STRATEGIES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heidi Marie Rodenbaugh is a registered financial advisor based in HARTLAND, Wisconsin, affiliated with BOARDWALK FINANCIAL STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOARDWALK FINANCIAL STRATEGIES LLC
BOARDWALK FINANCIAL STRATEGIES LLC
AUM
$142M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOARDWALK FINANCIAL STRATEGIES LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7716879
Firm CRD# 165048
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heidi Marie Rodenbaugh offer?
Heidi Marie Rodenbaugh specializes in Financial Planning, Investment Management. Contact their office in HARTLAND, Wisconsin for a consultation.
What are Heidi Marie Rodenbaugh's credentials?
Heidi Marie Rodenbaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heidi Marie Rodenbaugh located?
Heidi Marie Rodenbaugh is based in HARTLAND, Wisconsin, working with BOARDWALK FINANCIAL STRATEGIES LLC. Their office serves clients in the HARTLAND metropolitan area and surrounding communities.
How does Heidi Marie Rodenbaugh charge for services?
Heidi Marie Rodenbaugh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOARDWALK FINANCIAL STRATEGIES LLC?
BOARDWALK FINANCIAL STRATEGIES LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOARDWALK FINANCIAL STRATEGIES LLC

Michael John Rodenbaugh
HARTLAND, WI

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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
Advisor Fees in WisconsinNational Fee Analysis
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