Boardwalk Financial Strategies LLC

Boardwalk Financial Strategies LLC (CRD# 165048) is a financial advisory firm headquartered in Delafield, WI. They manage $142,300,000 in 547 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
385 Williamstowne, Suite 302, Delafield, WI 53018
https://www.facebook.com/boardwalkfs/
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Boardwalk Financial Strategies LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Morton, financial advisor Delafield WI
John R. Morton
CRD#: 6489573
385 Williamstowne, Suite 302, Delafield, WI 53018

John Morton (CRD# 6489573) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has over 7 years of experience in the finance industry.

2
Michael Rodenbaugh, financial advisor Delafield WI
Michael J. Rodenbaugh
CRD#: 5115587
385 Williamstowne, Suite 302, Delafield, WI 53018

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.

3
James Hill, financial advisor Delafield WI
James W. Hill
CRD#: 7594211
385 Williamstowne, Suite 302, Delafield, WI 53018

James Hill (CRD# 7594211) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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