Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Lynn Falkner is a financial advisor at Boardwalk Financial Strategies LLC. Brittany is registered with the state of Wisconsin and Illinois as an investment advisor representative. Brittany has a Series 65 license and is a Certified Financial Planner. Brittany works with individual investors, high-net-worth individuals, and other investors. Brittany provides financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/27/2023 - Present
Boardwalk Financial Strategies LLC (HARTLAND WI)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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