Boardwalk Financial Strategies LLC
Boardwalk Financial Strategies LLC (CRD# 165048) is a financial advisory firm headquartered in Delafield, WI. They manage $27,900,000 in 143 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$195,105
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Rodenbaugh (CRD# 5115587) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has over 11 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.