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BOARDWALK FINANCIAL STRATEGIES LLC

HARTLAND, WI · CRD 165048 · IAPD ↗ · 262-423-7552

$197.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — BOARDWALK FINANCIAL STRATEGIES LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — BOARDWALK FINANCIAL STRATEGIES LLC moved its main office from DELAFIELD, WI to HARTLAND, WI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.