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Brittany Lynn Falkner

Boardwalk Financial Strategies LLC

Hartland, WI

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Current Employers
Boardwalk Financial Strategies Llc

128 Cottonwood Avenue, Hartland, WI 53029 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-06-27
  • WI RA
    APPROVED
    Since 2023-06-27

Branch Locations

128 Cottonwood Avenue, Hartland, WI 53029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Service Group, Inc. Racine WI 05/2016 02/2019
Liberty Financial Group, Inc. Elm Grove WI 02/2019 01/2020
Charter Capital Management, Inc. Brookfield WI 01/2020 06/2023
Boardwalk Financial Strategies Llc Hartland WI 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-26
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
Designations
Other Names
  • Brittany Lynn Komorowski

View on SEC IAPD

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Other Offices

EDWARD JONES · HARTLAND, WI
U.S. BANCORP ADVISORS, LLC · Hartland, WI
LPL FINANCIAL LLC · HARTLAND, WI
PALADIN PARTNERS · HARTLAND, WI
EDWARD JONES · HARTLAND, WI
BELPOINTE ASSET MANAGEMENT LLC · Hartland, WI
BELPOINTE ASSET MANAGEMENT LLC · Hartland, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hartland, WI

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