Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rodenbaugh is a financial advisor affiliated with Boardwalk Financial Strategies LLC. Michael is based in HARTLAND, WI, and has been in the industry since January 2007. Michael has earned designations as a Certified Financial Planner and a Chartered Financial Analyst, indicating a commitment to professional development and expertise. Michael's advisory services include financial planning and portfolio management for individuals.
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
01/01/2025 - Present
Boardwalk Financial Strategies LLC (HARTLAND WI)
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/17/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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