AdvisorOS Directory
Claim Profile
MR

Michael John Rodenbaugh

BOARDWALK FINANCIAL STRATEGIES LLC·HARTLAND, Wisconsin
Unclaimed Profile
128 COTTONWOOD AVENUE, HARTLAND, WI 53029CRD# 5115587Firm CRD# 165048
01

About

Michael John 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
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# 5115587
Firm CRD# 165048
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HARTLAND?

Browse all registered financial advisors in HARTLAND, Wisconsin or claim this profile if it's yours.

Browse HARTLAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HARTLAND
Heidi Marie Rodenbaugh — BOARDWALK FINANCIAL STRATEGIES LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile