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Inactive

Colbey Jordan Grisar

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 2025-08-29
  • WI RA
    APPROVED
    Since 2025-08-29

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
Boardwalk Financial Strategies Hartland WI 06/2025 Present
Welmmark Bcbs Des Moines IA 03/2023 05/2025
City Of Waukesha Waukesha WI 05/2022 07/2022
Ganos Decorative Concrete Occonomowoc WI 06/2021 07/2022
Edgewood Greenhouses Mukwanago WI 06/2020 08/2020
Noodles & Company Waukesha WI 06/2019 10/2019
Drake University Des Moines IA 08/2021 05/2025
Waukesha West High School Waukesha WI 09/2017 06/2021
Les Paul Middle School Waukesha WI 09/2014 06/2017
  • 06/2025 → Present
    Boardwalk Financial Strategies
    Hartland, WI
  • 03/2023 → 05/2025
    Welmmark Bcbs
    Des Moines, IA
  • 05/2022 → 07/2022
    City Of Waukesha
    Waukesha, WI
  • 06/2021 → 07/2022
    Ganos Decorative Concrete
    Occonomowoc, WI
  • 06/2020 → 08/2020
    Edgewood Greenhouses
    Mukwanago, WI
  • 06/2019 → 10/2019
    Noodles & Company
    Waukesha, WI
  • 08/2021 → 05/2025
    Drake University
    Des Moines, IA
  • 09/2017 → 06/2021
    Waukesha West High School
    Waukesha, WI
  • 09/2014 → 06/2017
    Les Paul Middle School
    Waukesha, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29

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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