Boardwalk Financial Strategies LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 165048
- SEC number
- 801-127667
- Firm type
- RIA
- Assets under management
- $197.6M as of Mar 25, 2026
- Website
- www.facebook.com/BOARDWALKFS ↗
- Phone
- 262-423-7552
- Address
- 128 Cottonwood Avenue, Hartland, WI, 53029
Advisors at this firm
3 in our index · page 1 of 1
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Brittany Lynn FalknerCRD 6501621 · Hartland, WIIA Registered
-
Colbey Jordan GrisarCRD 8117764 · Hartland, WIIA Registered
-
Michael John RodenbaughCRD 5115587 · Hartland, WIIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 165048 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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