BOARDWALK FINANCIAL STRATEGIES LLC

HARTLAND, Wisconsin·2 registered advisors·CRD# 165048
SEC# 801-1276670262-423-7552
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BOARDWALK FINANCIAL STRATEGIES LLC

2 registered advisors
Heidi Marie Rodenbaugh
HARTLAND, Wisconsin
Michael John Rodenbaugh
HARTLAND, Wisconsin
05

Office Locations

HARTLAND, Wisconsin
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. BOARDWALK FINANCIAL STRATEGIES LLC (CRD# 165048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.