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Michael John Rodenbaugh

BOARDWALK FINANCIAL STRATEGIES LLC·HARTLAND, Wisconsin
Series 63, Series 65Clean record20 years registeredBOARDWALK FINANCIAL STRATEGIES LLC
128 COTTONWOOD AVENUE, HARTLAND, WI 53029CRD# 5115587Firm CRD# 165048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael John Rodenbaugh · HARTLAND, WI
Registration
CRD #5115587 · BOARDWALK FINANCIAL STRATEGIES LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

BOARDWALK FINANCIAL STRATEGIES LLC
Sep 2012 – present
DELOITTE & TOUCHE INVESTMENT ADVISORS LLC
Mar 2006 – Jan 2007
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · March 20, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048 · SEC 801-127667
AUM
$142M
Regulatory assets under management
Employees
5
547 client accounts
Services offered by BOARDWALK FINANCIAL STRATEGIES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOARDWALK FINANCIAL STRATEGIES LLC →
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05

Frequently Asked Questions

What services does Michael John Rodenbaugh offer?
Michael John Rodenbaugh specializes in Financial Planning, Investment Management. Contact their office in HARTLAND, Wisconsin for a consultation.
What are Michael John Rodenbaugh's credentials?
Michael John Rodenbaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael John Rodenbaugh located?
Michael John 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 Michael John Rodenbaugh charge for services?
Michael John 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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Research
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