Colbey Jordan Grisar
Investment adviser representative at Boardwalk Financial Strategies LLC
12 yearsExperience
1 stateRegistered in
$197.6MFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Boardwalk Financial Strategies LLCJun 2025 to now
- Welmmark BcbsMar 2023 to May 2025
- City of WaukeshaMay 2022 to Jul 2022
- Drake UniversityAug 2021 to May 2025
- Ganos Decorative ConcreteJun 2021 to Jul 2022
- Edgewood GreenhousesJun 2020 to Aug 2020
- Noodles & CompanyJun 2019 to Oct 2019
- Waukesha West High SchoolSep 2017 to Jun 2021
- Les Paul Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8117764
- Firm CRD
- 165048