# BOARDWALK FINANCIAL STRATEGIES LLC

BOARDWALK FINANCIAL STRATEGIES LLC of HARTLAND, WI is an SEC-registered investment adviser.

## Registration

- CRD: 165048
- Type: SEC-registered investment adviser
- SEC file number: 801-127667
- Location: 128 COTTONWOOD AVENUE, HARTLAND, WI, 53029
- Phone: 262-423-7552
- Latest filing: 2026-08-06
- Regulatory AUM: $197.6M
- Discretionary AUM: $159.1M
- Non-discretionary AUM: $38.5M
- Clients: 6
- Accounts: 593

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Michael John Rodenbaugh | MANAGING MEMBER | — |
| Heidi Marie Rodenbaugh | CHIEF COMPLIANCE OFFICER | — |
| RODENBAUGH MICHAEL JOHN | MANAGING MEMBER | — |
| RODENBAUGH HEIDI MARIE | CHIEF COMPLIANCE OFFICER | — |
| RODENBAUGH MICHAEL J | MANAGING MEMBER; MANAGING MEMBER - CCO | — |
| RODENBAUGH HEIDI | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165048/similar
- Related entities: https://search.stillhousedata.com/firm/165048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165048

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
