Michael Rodenbaugh
Boardwalk Financial Strategies · Hartland, Wisconsin
Michael Rodenbaugh is a fee-only financial advisor at Boardwalk Financial Strategies in Hartland, Wisconsin, who holds the CFP and CFA credentials. Michael charges a percentage of assets (typically works with clients with $2,000,000 or more).
Request an introduction to Michael →
Who they serve
- Executives
Facts
| Firm | Boardwalk Financial Strategies |
|---|---|
| Based in | Hartland, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Assets under management | $197.6M across 593 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WI · CRD 5115587 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.boardwalk-fs.com |
| Profile |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Rodenbaugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Boardwalk Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a percentage of assets.
How much does Michael charge?
According to Boardwalk Financial Strategies's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is Michael Rodenbaugh based?
Michael Rodenbaugh is based in Hartland, Wisconsin.
What credentials does Michael Rodenbaugh hold?
Michael Rodenbaugh holds the CFP and CFA credentials.
Is Michael Rodenbaugh registered with the SEC?
Yes. Michael Rodenbaugh is registered as an investment adviser representative in WI (CRD 5115587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boardwalk Financial Strategies manage?
Boardwalk Financial Strategies reports $197.6M across 593 accounts in assets under management.
How do I contact Michael Rodenbaugh?
Through Michael's website, www.boardwalk-fs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Boardwalk Financial Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.