Boardwalk Financial Strategies LLC Employee Directory

Q: What is Boardwalk Financial Strategies LLC known for?

Boardwalk Financial Strategies LLC was founded in 2012. Boardwalk Financial Strategies LLC operates in the Investment Management industry.

Investment ManagementWisconsin, United States2-10 Employees

Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $2+ million in investable assets. As a fiduciary with a fee-only structure, we are problem solvers, not product pushers. We carefully curate your financial plan and keep you on the best path toward your life goals.

Find Boardwalk Financial Strategies LLC employees' phone numbers or email addresses

Boardwalk Financial Strategies LLC Global Highlights

North America
8

United States Of America
8

Boardwalk Financial Strategies LLC's Leadership

M. R.
Founder
Mobile Phone
Email
H. R.
Director Of Operations & Client Engagement
Mobile Phone
Email
B. L. F. C.
Wealth Manager
Mobile Phone
Email
J. H.
Associate Wealth Manager
Mobile Phone
Email
A. R.
Tax Analyst
Mobile Phone
Email
N. V.
Mobile Phone
Email

Boardwalk Financial Strategies LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Boardwalk Financial Strategies LLC

Name

Title

Contact Info

Location

Last Update

M. R.
Founder
Mobile Phone
Email
United StatesWisconsin
Feb 11, 2026
H. R.
Director Of Operations & Client Engagement
Mobile Phone
Email
United StatesWisconsin
Jan 23, 2026
B. L. F. C.
Wealth Manager
Mobile Phone
Email
United StatesWisconsin
Dec 05, 2025
J. H.
Associate Wealth Manager
Mobile Phone
Email
United StatesWisconsin
May 08, 2024
A. R.
Tax Analyst
Mobile Phone
Email
United StatesWisconsin
Apr 22, 2024
N. V.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Boardwalk Financial Strategies LLC known for?

Boardwalk Financial Strategies LLC was founded in 2012 operates in the Investment Management industry. The company's main headquarters is located in 128 Cottonwood Avenue Hartland, Wisconsin 53029 United States; you can contact the main corporate office by phone at

+1-262-423-****

. Explore Boardwalk Financial Strategies LLC's company overview page for more information.

What is Boardwalk Financial Strategies LLC's most common email format?

Boardwalk Financial Strategies LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Boardwalk Financial Strategies LLC email formats with LeadIQ.

How many employees does Boardwalk Financial Strategies LLC have currently?

Boardwalk Financial Strategies LLC has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Boardwalk Financial Strategies LLC's key employees and leadership?

As of February 2026, Boardwalk Financial Strategies LLC's key employees include:

Founder: M. R.
Director Of Operations & Client Engagement: H. R.
Wealth Manager: B. L. F. C.
Associate Wealth Manager: J. H.
Tax Analyst: A. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.