Brittany
Falkner
Boardwalk Financial Strategies LLC
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About this Advisor
Brittany Falkner is a financial advisor based in Delafield, Wisconsin, working with Boardwalk Financial Strategies LLC. Brittany has previously held positions at University Of Wi Madison, Financial Service Group, Inc, Capital Wealth Advisory Group, Sherwin Williams, Liberty Financial Group, Inc, Charter Capital Management, Inc, and Boardwalk Financial Strategies LLC. Brittany has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Brittany is part of Boardwalk Financial Strategies LLC, which operates out of Delafield, Wisconsin. The firm has 5 employees and manages assets totaling $142.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Boardwalk Financial Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boardwalk Financial Strategies LLC Brokerage Details
$142,300,000
5
547
$260,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brittany Falkner Work History
Boardwalk Financial Strategies LLC
Charter Capital Management, Inc
Liberty Financial Group, Inc
University Of Wi Madison
Financial Service Group, Inc
Capital Wealth Advisory Group
Sherwin Williams
Disclosures
Please visit the SEC profile of Brittany Falkner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boardwalk Financial Strategies LLC
Delafield, WI
Delafield, WI
Delafield, WI
Delafield, WI
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