# Boardwalk Financial Strategies

Boardwalk Financial Strategies is a Bank / Wealth / Trust based in Hartland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hartland, United States
- **Region:** North America
- **Address:** Hartland, WI, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** boardwalkfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/boardwalk-financial-strategies-llc

## Regulatory record

- **CRD number:** 165048
- **SEC file number:** 801-127667
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165048

## About

Boardwalk Financial Strategies is an SEC-registered investment adviser in Hartland, WI, registered since 2023. The firm manages $198 million in assets, with $159 million on a discretionary basis. It employs 6 people, including 3 investment advisers.

## Questions

### What services does Boardwalk Financial Strategies offer?

The firm provides retirement income planning, investment advisory services, and insurance solutions including annuities and life insurance products. Its focus is on helping clients transition from asset accumulation to creating sustainable retirement income streams.

### Is Boardwalk Financial Strategies affiliated with a larger broker-dealer?

The specific broker-dealer affiliation is not publicly confirmed. Independent advisory firms of this type in Wisconsin commonly partner with national independent broker-dealers such as LPL Financial, Cetera, or Cambridge Investment Research, but Boardwalk's precise affiliation remains unverified.

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Last updated: 2026-06-03T20:00:00.000Z

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