Michael Rodenbaugh, financial advisor Delafield WI

Michael Rodenbaugh

CRD Number: 5115587
Current Firm: Boardwalk Financial Strategies LLC

Michael Rodenbaugh (CRD# 5115587) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has over 18 years of experience in the finance industry. Michael Rodenbaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Boardwalk Financial Strategies LLC Delafield, WI Jul 2012 - Current 11
Altair Advisers LLC Chicago, IL Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Michael J. Rodenbaugh
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $260,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, WI

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