Brittany Lynn Falkner
Investment adviser representative at Boardwalk Financial Strategies LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$197.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Boardwalk Financial Strategies LLCJun 2023 to now
- Charter Capital Management, Inc.Jan 2020 to Jun 2023
- Liberty Financial Group, Inc.Feb 2019 to Jan 2020
- Financial Service Group, Inc.May 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
Boardwalk Financial Strategies LLC
$197.6MAssets managed
85Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6501621
- Firm CRD
- 165048