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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames W. Hill is a financial advisor with Boardwalk Financial Strategies LLC. James W. Hill has been working in the financial services industry for over 6 years and has obtained his Series 65 and SIE licenses. He is a Certified Financial Planner and specializes in providing financial planning and portfolio management for individuals and high-net-worth individuals. James W. Hill is registered with the state of Wisconsin and Illinois as an Investment Advisor Representative. He is also a registered representative of Boardwalk Financial Strategies LLC.
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
06/08/2023 - Present
Boardwalk Financial Strategies LLC (HARTLAND WI)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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