Advisor at Boardwalk Financial Strategies LLC
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Firm
Boardwalk Financial Strategies LLC
Location
Hartland, WI 53029
Credentials
CFP®, Series 65
Industry experience
8 years
Brittany Falkner is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Boardwalk Financial Strategies LLC and has previously worked at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans with ongoing investment supervisory services and comprehensive financial planning. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, managing accounts with discretionary authority and a centralized review process.
Based on Boardwalk Financial Strategies LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.15%
$500 per hour for advisor, $250 per hour for staff member
Account minimum: $1,500,000 Minimum fee: $17,500 minimum annual fee for standard accounts; $8,500 minimum annual fee for non-profit accounts Fee-only: Hourly fees of $500 for advisor, $250 for staff member; fees may be negotiable
128 Cottonwood Avenue
Hartland, WI 53029
Wisconsin
Boardwalk Financial Strategies LLC
2023 - Present (3 years)
Charter Capital Management, Inc.
2020 - 2023 (3 years)
Liberty Financial Group, Inc.
2019 - 2020 (1 year)
Financial Service Group, Inc.
2016 - 2019 (3 years)
University of WI Madison
2016 - 2016 (1 year)
Capital Wealth Advisory Group
2015 - 2016 (1 year)
Sherwin Williams
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Series 65
New Berlin, WI
Sperka Investment Management, LLC
Series 65, Series 66
Brookfield, WI
Bultman Investment Management, Inc.
Series 65
Waukesha, WI
Domo Capital Management, LLC
CFP®
Germantown, WI
Direction Financial Management, LLC
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